AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $2.26B
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.07M
3
+$991K
4
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$883K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$715K

Top Sells

1
+$94.6K
2
+$90.7K
3
+$79K
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$41K
5
CBZ icon
CBIZ
CBZ
+$40.4K

Sector Composition

1 Energy 0.32%
2 Financials 0.3%
3 Consumer Discretionary 0.28%
4 Technology 0.25%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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