Advocacy Wealth Management Services, LLC
CIK Number: 0001569452
1.32B
Market Value
47
# of Holdings
9 months
Avg. Holding Period
21.43%
Win Rate
10.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR Portfolio ... | 68.59 | +1.06% | 4.29M | -9.73% | 296.08M | 59.36 | 22.51% | |
| 2 | SPDR Portfolio ... | 37.49 | +2.36% | 2.6M | -1.52% | 88.57M | 34.25 | 6.73% | |
| 3 | PIMCO Enhanced ... | 95.66 | -0.18% | 818.64K | +0.94% | 77.76M | 94.24 | 5.91% | |
| 4 | iShares S&P 500... | 99.06 | +1.39% | 719.24K | +4.86% | 73.02M | 86.99 | 5.55% | |
| 5 | BlackRock U.S. ... | 51.04 | +1.07% | 1.31M | +8.13% | 67.32M | 45.36 | 5.12% |
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