ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 09/30/2013

Position Statistics

Total Positions 281
New Positions 75
Increased Positions 140
Decreased Positions 40
Positions with Activity 180
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 0.89%
Capital Goods 1.21%
Conglomerates 0.06%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.84%
Energy 12.56%
Financial 62.55%
Healthcare 3.61%
Services 5.8%
Technology 3.41%
Transportation 1.42%
Utilities 3.56%

140 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 4,480 2,661 146.27 22,603
SPDR SERIES TRUST BRC HGH YLD BD 3,918 741 23.34 95,217
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 1,807 1,301 256.91 42,668
VANGUARD INDEX FDS EXTEND MKT ETF 1,250 999 398.62 14,485
POWERSHARES GLOBAL ETF TRUST AGG PFD PORT 1,219 550 82.16 83,975
VANGUARD INDEX FDS SM CP VAL ETF 1,111 870 361.34 10,680
VANGUARD INDEX FDS SML CP GRW ETF 1,035 862 498.57 8,350
VANGUARD INDEX FDS LARGE CAP ETF 981 756 335.69 10,779
VANGUARD INDEX FDS GROWTH ETF 845 658 351.33 8,485
VANGUARD INDEX FDS SMALL CP ETF 688 232 51.01 5,995
APPLE INC COM 657 199 43.42 6,937
VANGUARD BD INDEX FD INC INTERMED TERM 584 252 76.09 6,885
ISHARES TIPS BD ETF 577 184 46.84 5,000
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 553 443 404.34 12,331
VANGUARD BD INDEX FD INC SHORT TRM BOND 502 112 28.84 6,255
PPL CORP COM 401 17 4.38 11,920
ASTRAZENECA PLC SPONSORED ADR 391 26 7.14 5,206
VANGUARD INDEX FDS REIT ETF 374 199 113.17 4,888
AMERICAN CAPITAL AGENCY CORP COM 368 33 9.77 15,735
PROCTER & GAMBLE CO COM 345 130 60.24 4,304