AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $2.3B
1-Year Est. Return 10.71%
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.94M
3
+$5.49M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$4.87M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$3.08M

Top Sells

1
+$3.39M
2
+$641K
3
+$629K
4
SPH icon
Suburban Propane Partners
SPH
+$562K
5
BX icon
Blackstone
BX
+$466K

Sector Composition

1 Industrials 0.42%
2 Consumer Discretionary 0.33%
3 Financials 0.29%
4 Energy 0.28%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K 0.01%
1,333
-384
177
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325
178
$22K 0.01%
+300
179
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180
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974
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181
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497
182
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$21K 0.01%
500
184
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218
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185
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300
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$21K 0.01%
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200
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520
189
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429
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$20K 0.01%
+600
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$20K 0.01%
534
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400
198
$18K 0.01%
+200
199
$18K 0.01%
258
200
$18K 0.01%
120
-119
6 7
8
9 10