AWMS
Advocacy Wealth Management Services Portfolio holdings
AUM
$1.63B
1-Year Return
9.78%
This Quarter Return
-9.45%
1 Year Return
+9.78%
3 Year Return
+29.74%
5 Year Return
+41.95%
10 Year Return
–
AUM
$452M
AUM Growth
+$101M
(+29%)
Cap. Flow
+$145M
Cap. Flow
% of AUM
32%
Top 10 Holdings %
Top 10 Hldgs %
88.28%
Holding
154
New
7
Increased
45
Reduced
17
Closed
34
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.07% |
| 2 | Financials | 0.06% |
| 3 | Technology | 0.04% |
| 4 | Communication Services | 0.03% |
| 5 | Healthcare | 0.03% |