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
276
$1.03M 0.07%
25,283
+16,663
277
$1.01M 0.07%
9,837
-2,423
278
$1.01M 0.07%
24,405
+5,801
279
$997K 0.07%
8,095
-389
280
$997K 0.07%
5,387
+2,230
281
$993K 0.07%
8,207
-1,624
282
$990K 0.07%
38,200
283
$985K 0.07%
+35,457
284
$985K 0.07%
17,369
-1,538
285
$984K 0.07%
8,366
+690
286
$983K 0.07%
12,725
+24
287
$979K 0.07%
17,176
+398
288
$975K 0.07%
9,768
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289
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5,826
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290
$962K 0.07%
11,963
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291
$961K 0.07%
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292
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44,517
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293
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17,963
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294
$952K 0.07%
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295
$949K 0.07%
5,641
-2,953
296
$945K 0.07%
37,100
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297
$944K 0.07%
9,466
+742
298
$942K 0.07%
401
+8
299
$940K 0.07%
44,870
+9,501
300
$939K 0.07%
19,166
+10,663
10 11
12
13 14