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
$198M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.78M
3
+$4.54M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$3.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.12M

Top Sells

1
+$540K
2
+$534K
3
+$518K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$478K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$340K

Sector Composition

1 Energy 1.66%
2 Financials 0.97%
3 Industrials 0.74%
4 Consumer Discretionary 0.64%
5 Utilities 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
173
-16
202
$22K 0.01%
400
-11
203
$22K 0.01%
255
+72
204
$22K 0.01%
268
+3
205
$22K 0.01%
575
-4,070
206
$22K 0.01%
+400
207
$21K 0.01%
580
+380
208
$21K 0.01%
469
-52
209
$21K 0.01%
15,438
+5,623
210
$21K 0.01%
2,674
-13,244
211
$21K 0.01%
500
+100
212
$20K 0.01%
141
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213
$20K 0.01%
874
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214
$20K 0.01%
559
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215
$20K 0.01%
200
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216
$20K 0.01%
438
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217
$19K 0.01%
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218
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219
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$18K 0.01%
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222
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520
223
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325
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224
$17K 0.01%
258
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225
$17K 0.01%
1,250
-11,350
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9
10 11