ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 09/30/2013

Position Statistics

Total Positions 329
New Positions 74
Increased Positions 140
Decreased Positions 88
Positions with Activity 228
Sold Out Positions 48
Total Mkt Value (in $ millions) 39

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

Sector Weighting

Basic Materials 1.02%
Capital Goods 0.9%
Conglomerates 0.06%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.88%
Energy 12.15%
Financial 63.29%
Healthcare 3.56%
Services 6.01%
Technology 3.07%
Transportation 1.42%
Utilities 3.6%

329 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMAZON COM INC COM -7 Sold Out 0
AMEREN CORP COM -31 Sold Out 0
ATLANTIC PWR CORP COM NEW -2 Sold Out 0
AXCESS INTL INC COM Sold Out 0
BEAM INC COM -3 Sold Out 0
BRITISH AMERN TOB PLC SPONSORED ADR -4 Sold Out 0
CORNING INC COM -4 Sold Out 0
DU PONT E I DE NEMOURS & CO COM -3 Sold Out 0
EAGLE ROCK ENERGY PARTNERS LP UNIT -120 Sold Out 0
GLADSTONE CAPITAL CORP COM -66 Sold Out 0
HSBC HLDGS PLC SPON ADR NEW -7 Sold Out 0
ISHARES IBOXX INV CP ETF -79 Sold Out 0
ISHARES IBOXX HI YD ETF -155 Sold Out 0
ISHARES 1-3 YR TR BD ETF -42 Sold Out 0
ISHARES CREDIT BD ETF Sold Out 0
ISHARES U.S. PFD STK ETF -235 Sold Out 0
ISHARES MBS ETF -29 Sold Out 0
ISHARES MSCI EMG MKT ETF -87 Sold Out 0
ISHARES COHEN&STEER REIT -1 Sold Out 0
ISHARES MSCI EAFE ETF -69 Sold Out 0


Create your free portfolio