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
$279M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 0.28%
2 Financials 0.23%
3 Consumer Discretionary 0.23%
4 Energy 0.18%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$11K ﹤0.01%
406
177
$11K ﹤0.01%
+49
178
$11K ﹤0.01%
93
179
$11K ﹤0.01%
126
-13
180
$11K ﹤0.01%
+126
181
$11K ﹤0.01%
160
-182
182
$11K ﹤0.01%
127
-109
183
$11K ﹤0.01%
200
184
$10K ﹤0.01%
100
-210
185
$10K ﹤0.01%
332
186
$10K ﹤0.01%
1,000
187
$10K ﹤0.01%
200
188
$10K ﹤0.01%
+108
189
$10K ﹤0.01%
400
190
$9K ﹤0.01%
50
191
$9K ﹤0.01%
280
192
$9K ﹤0.01%
197
193
$9K ﹤0.01%
139
194
$9K ﹤0.01%
348
-611
195
$9K ﹤0.01%
150
196
$8K ﹤0.01%
65
197
$8K ﹤0.01%
100
198
$8K ﹤0.01%
41
199
$8K ﹤0.01%
159
200
$8K ﹤0.01%
106