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
251
$1.16M 0.08%
13,431
-349
252
$1.16M 0.08%
24,815
+4,595
253
$1.16M 0.08%
2,778
+673
254
$1.16M 0.08%
68,353
+15,407
255
$1.16M 0.08%
2,657
-2
256
$1.16M 0.08%
22,707
-7,515
257
$1.15M 0.08%
7,702
+3,812
258
$1.14M 0.08%
13,866
+396
259
$1.14M 0.08%
4,583
+142
260
$1.14M 0.08%
7,503
-687
261
$1.13M 0.08%
22,578
-912
262
$1.12M 0.08%
6,755
+284
263
$1.12M 0.08%
38,606
+2,001
264
$1.09M 0.08%
8,079
+2,043
265
$1.08M 0.08%
12,685
+1,835
266
$1.08M 0.08%
56,997
-323
267
$1.07M 0.08%
3,816
-1,117
268
$1.05M 0.07%
3,286
-1,163
269
$1.05M 0.07%
74,309
+886
270
$1.05M 0.07%
34,200
271
$1.05M 0.07%
21,603
-973
272
$1.05M 0.07%
7,549
+251
273
$1.05M 0.07%
6,475
+789
274
$1.04M 0.07%
16,498
+3,046
275
$1.03M 0.07%
13,648
+862
9 10
11
12 13