AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$54.6M
3
+$35.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.68M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.37M

Top Sells

1
+$48M
2
+$3.73M
3
+$3.21M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$3.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.93M

Sector Composition

1 Technology 16.03%
2 Financials 8.33%
3 Consumer Discretionary 7.27%
4 Healthcare 6.91%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.09%
43,300
227
$1.3M 0.09%
6,064
-1,626
228
$1.29M 0.09%
49,800
229
$1.29M 0.09%
10,934
+1,452
230
$1.28M 0.09%
20,340
-400
231
$1.27M 0.09%
14,391
-12,901
232
$1.26M 0.09%
10,149
-2,389
233
$1.25M 0.09%
13,942
-678
234
$1.25M 0.09%
27,111
+15,948
235
$1.25M 0.09%
10,554
+2,863
236
$1.24M 0.09%
45,051
+1,547
237
$1.24M 0.09%
58,701
+11,736
238
$1.24M 0.09%
14,145
+3,248
239
$1.23M 0.09%
12,218
+4,703
240
$1.23M 0.09%
44,418
+17,518
241
$1.22M 0.09%
5,105
+264
242
$1.21M 0.09%
+30,306
243
$1.21M 0.09%
5,420
-1,019
244
$1.21M 0.09%
12,064
+1,116
245
$1.2M 0.09%
29,988
+749
246
$1.2M 0.09%
50,406
+8,964
247
$1.19M 0.08%
5,855
-1,262
248
$1.17M 0.08%
20,144
-7,816
249
$1.17M 0.08%
15,557
+1,534
250
$1.17M 0.08%
4,497
+1,034
8 9
10
11 12