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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$8.03M
3
+$1.97M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.49M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.44M

Top Sells

1
+$15.6M
2
+$8.99M
3
+$1.31M
4
SMLV icon
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
+$1.17M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$722K

Sector Composition

1 Industrials 0.32%
2 Financials 0.19%
3 Consumer Discretionary 0.18%
4 Communication Services 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K ﹤0.01%
+500
177
$11K ﹤0.01%
+555
178
$11K ﹤0.01%
+740
179
$11K ﹤0.01%
+274
180
$11K ﹤0.01%
222
181
$11K ﹤0.01%
100
182
$11K ﹤0.01%
+409
183
$11K ﹤0.01%
273
-13
184
$11K ﹤0.01%
303
-288
185
$10K ﹤0.01%
700
186
$10K ﹤0.01%
100
187
$10K ﹤0.01%
+273
188
$10K ﹤0.01%
200
-12
189
$10K ﹤0.01%
300
190
$10K ﹤0.01%
1,000
-200
191
$10K ﹤0.01%
400
-10,000
192
$9K ﹤0.01%
+329
193
$9K ﹤0.01%
301
194
$9K ﹤0.01%
+12
195
$9K ﹤0.01%
100
196
$9K ﹤0.01%
451
197
$9K ﹤0.01%
353
198
$9K ﹤0.01%
209
199
$9K ﹤0.01%
750
200
$9K ﹤0.01%
260
6 7
8
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