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
251
$1.38M 0.08%
12,565
+4,065
252
$1.37M 0.08%
29,225
+610
253
$1.36M 0.08%
54,350
+7,864
254
$1.35M 0.08%
13,636
+8,247
255
$1.34M 0.08%
3,780
+4
256
$1.33M 0.08%
152,818
+15,103
257
$1.33M 0.08%
41,183
+4,400
258
$1.33M 0.08%
14,777
-429
259
$1.31M 0.08%
7,936
+709
260
$1.3M 0.08%
3,867
-135
261
$1.3M 0.08%
6,172
-84
262
$1.3M 0.08%
13,982
+3,481
263
$1.3M 0.08%
64,070
+3,379
264
$1.28M 0.08%
16,919
+5,928
265
$1.28M 0.08%
52,576
+204
266
$1.27M 0.08%
9,612
-710
267
$1.27M 0.08%
23,315
-835
268
$1.27M 0.08%
15,268
+1,954
269
$1.27M 0.08%
30,691
-1,182
270
$1.26M 0.08%
23,811
+316
271
$1.26M 0.08%
12,342
+273
272
$1.25M 0.08%
99,440
-4,606
273
$1.24M 0.08%
14,956
+1,408
274
$1.24M 0.08%
20,388
275
$1.23M 0.08%
17,781
-3,064
9 10
11
12 13