Advocacy Wealth Management Services Portfolio holdings
Top Buys
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 0.28% |
| 2 | Financials | 0.23% |
| 3 | Consumer Discretionary | 0.23% |
| 4 | Energy | 0.18% |
| 5 | Healthcare | 0.18% |
Similar funds
Advocacy Wealth Management Services's Q2 2017 Portfolio in Review
As of Q2 2017, Advocacy Wealth Management Services held 360 positions worth $279M, down 2.7% from $287M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Advocacy Wealth Management Services withdrew a net $11.5M in Q2 2017, closing 53 positions and reducing 67 holdings. Its most notable exit was WisdomTree US SmallCap Earnings Fund, an estimated $99K position sold in full.
By sector, the portfolio is most concentrated in Industrials at 0.28% of assets, down from 0.35% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Advocacy Wealth Management Services opened a new position in Vanguard Short-Term Bond ETF worth $682K.
- Advocacy Wealth Management Services's largest Q2 2017 buy was Vanguard Short-Term Bond ETF: 8,542 shares worth $682K.
- Advocacy Wealth Management Services added most to AdvisorShares Newfleet Multi-Sector Income ETF in Q2 2017, an estimated $10.3M increase.
- Advocacy Wealth Management Services's biggest Q2 2017 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $6.33M.
- Advocacy Wealth Management Services fully exited WisdomTree US SmallCap Earnings Fund in Q2 2017, selling an estimated $99K.
- Advocacy Wealth Management Services's ten largest holdings make up 63% of its $279M portfolio in Q2 2017.
- Advocacy Wealth Management Services opened 24 new positions and closed 53 in Q2 2017.
- Advocacy Wealth Management Services's portfolio value fell 2.7% quarter-over-quarter to $279M.
Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.