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
$1.63B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$38M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.71M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$7.77M

Top Sells

1
+$34.2M
2
+$7.36M
3
+$4.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$2.58M

Sector Composition

1 Technology 14.31%
2 Financials 6.64%
3 Healthcare 6.42%
4 Consumer Discretionary 5.36%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.52M 0.09%
68,279
+17
227
$1.51M 0.09%
13,107
+810
228
$1.5M 0.09%
130,037
+767
229
$1.49M 0.09%
+57,881
230
$1.49M 0.09%
7,302
-47
231
$1.49M 0.09%
5,818
-284
232
$1.47M 0.09%
33,600
+2,292
233
$1.47M 0.09%
15,516
+7,429
234
$1.46M 0.09%
85,364
+262
235
$1.45M 0.09%
14,653
-2,346
236
$1.45M 0.09%
29,467
+1,895
237
$1.44M 0.09%
23,615
-3,975
238
$1.43M 0.09%
16,520
-1,126
239
$1.41M 0.09%
15,423
-60
240
$1.41M 0.09%
31,242
-12,333
241
$1.4M 0.09%
75,897
-2,531
242
$1.4M 0.09%
4,055
-138
243
$1.4M 0.09%
40,301
+1,663
244
$1.4M 0.09%
4,431
-231
245
$1.4M 0.09%
38,250
+9,350
246
$1.39M 0.09%
59,954
+2,753
247
$1.39M 0.09%
45,300
-8,000
248
$1.39M 0.09%
12,123
+28
249
$1.38M 0.08%
13,949
-836
250
$1.38M 0.08%
24,247
+100
8 9
10
11 12