AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $1.63B
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$99M
2 +$35.3M
3 +$18.3M
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$16M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$9.2M

Top Sells

1 +$134M
2 +$90.5M
3 +$55.1M
4
OVM icon
Overlay Shares Municipal Bond ETF
OVM
+$24.4M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$13.7M

Sector Composition

1 Consumer Discretionary 0.1%
2 Financials 0.06%
3 Technology 0.04%
4 Healthcare 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4
152
-303
153
$0 ﹤0.01%
3
154
-187,078
155
$0 ﹤0.01%
1