AWMS
Advocacy Wealth Management Services Portfolio holdings
AUM
$2.39B
1-Year Est. Return
15.2%
This Fund
S&P 500
1 Year Est. Return
+15.2%
AUM
$146M
AUM Growth
+$421K
(+0.29%)
Holding
251
Top Buys
| 1 | +$16.3M | |
| 2 | +$2.73M | |
| 3 | +$1.45M | |
| 4 |
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
|
+$927K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$708K |
Top Sells
| 1 | +$15.3M | |
| 2 | +$278K | |
| 3 | +$222K | |
| 4 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
+$209K |
| 5 |
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
|
+$184K |
Sector Composition
| 1 | Consumer Discretionary | 0.32% |
| 2 | Energy | 0.31% |
| 3 | Financials | 0.3% |
| 4 | Technology | 0.25% |
| 5 | Communication Services | 0.19% |