ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

3350 RIVERWOOD PARKWAY, ATLANTA, Georgia, 30339, (404) 262-9283

Report Date: 09/30/2013

Position Statistics

Total Positions 282
New Positions 75
Increased Positions 141
Decreased Positions 40
Positions with Activity 181
Sold Out Positions 0
Total Mkt Value (in $ millions) 40

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.97%
Capital Goods 1.12%
Conglomerates 0.06%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.88%
Energy 12.57%
Financial 62.58%
Healthcare 3.61%
Services 5.78%
Technology 3.35%
Transportation 1.41%
Utilities 3.54%

141 INCREASED Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 4,456 2,646 146.27 22,603
SPDR SERIES TRUST BRC HGH YLD BD 3,953 748 23.34 95,217
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 1,813 1,305 256.91 42,668
VANGUARD INDEX FDS EXTEND MKT ETF 1,258 1,006 398.62 14,485
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 1,228 554 82.16 83,975
VANGUARD INDEX FDS SM CP VAL ETF 1,119 876 361.34 10,680
VANGUARD INDEX FDS SML CP GRW ETF 1,044 870 498.57 8,350
VANGUARD INDEX FDS LARGE CAP ETF 976 752 335.69 10,779
VANGUARD INDEX FDS GROWTH ETF 845 657 351.33 8,485
VANGUARD INDEX FDS SMALL CP ETF 694 234 51.01 5,995
APPLE INC COM 662 200 43.42 6,937
VANGUARD BD INDEX FD INC INTERMED TERM 581 251 76.09 6,885
ISHARES TIPS BD ETF 575 183 46.84 5,000
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 545 437 404.34 12,331
VANGUARD BD INDEX FD INC SHORT TRM BOND 502 112 28.84 6,255
PPL CORP COM 405 17 4.38 11,920
ASTRAZENECA PLC SPONSORED ADR 391 26 7.14 5,206
VANGUARD INDEX FDS REIT ETF 368 195 113.17 4,888
AMERICAN CAPITAL AGENCY CORP COM 361 32 9.77 15,735
PROCTER & GAMBLE CO COM 352 132 60.24 4,304