Portfolio (Quarterly)
Guide ↗
Advocacy Wealth Management, LLC
· CIK 0001569452| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,387.0 | $224K | 0.01% | -106.0 | -4.2% | $93.74 | +14.1% |
| 142 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,601.0 | $222K | 0.01% | -18.0 | -0.7% | $85.23 | +6.4% |
| 143 | CARY | ANGEL OAK FUNDS TRUST | — | 10,633.0 | $221K | 0.01% | -3K | -22.0% | $20.77 | +0.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%