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
$622M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$80.1M
3
+$40.5M
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$23.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.5M

Top Sells

1
+$69.7M
2
+$43.7M
3
+$24.2M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$5.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M

Sector Composition

1 Financials 0.05%
2 Technology 0.03%
3 Healthcare 0.03%
4 Communication Services 0.01%
5 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
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