Portfolio (Quarterly)
Guide ↗
Advocacy Wealth Management, LLC
· CIK 0001569452| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 242,213 | $16.4M | 0.69% | SOLD |
| 2 | EMB | ISHARES TR | — | 89,441 | $8.6M | 0.36% | SOLD |
| 3 | WDAY | WORKDAY INC | Technology | 23,463 | $5.0M | 0.21% | SOLD |
| 4 | PINS | PINTEREST INC | Communication Services | 37,650 | $975K | 0.04% | SOLD |
| 5 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 1,104 | $666K | 0.03% | SOLD |
| 6 | IYW | ISHARES TR | — | 1,377 | $275K | 0.01% | SOLD |
Sector Allocation
Technology
36.7%
Financial Services
17.5%
Healthcare
15.6%
Communication Services
12.3%
Consumer Cyclical
7.8%
Consumer Defensive
5.5%
Industrials
4.3%
Energy
0.2%