AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
1-Year Return
17.88%
This Quarter Return
+9.79%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$1.34B
AUM Growth
+$609M
(+83%)
Cap. Flow
+$544M
Cap. Flow
% of AUM
40.62%
Top 10 Holdings %
Top 10 Hldgs %
21%
Holding
792
New
322
Increased
364
Reduced
51
Closed
33
Top Buys
| 1 |
FT Vest Nasdaq-100 Buffer ETF September
QSPT
|
+$48M |
| 2 |
APTS
Preferred Apartment Communities, Inc.
APTS
|
+$38.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$23.5M |
| 4 |
Microsoft
MSFT
|
+$20.5M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$8.73M |
Top Sells
| 1 |
Apple
AAPL
|
+$63M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$44.1M |
| 3 |
Amazon
AMZN
|
+$27.6M |
| 4 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$1.53M |
| 5 |
Chevron
CVX
|
+$1.36M |
Sector Composition
| 1 | Technology | 12.85% |
| 2 | Financials | 8.81% |
| 3 | Healthcare | 7.34% |
| 4 | Consumer Discretionary | 6% |
| 5 | Communication Services | 5.35% |
