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
276
$1.23M 0.08%
69,963
+4,302
277
$1.22M 0.08%
41,319
+19,623
278
$1.22M 0.07%
9,102
+39
279
$1.21M 0.07%
3,033
-127
280
$1.21M 0.07%
70,425
+720
281
$1.2M 0.07%
56,921
282
$1.2M 0.07%
35,803
+811
283
$1.19M 0.07%
65,273
+2,403
284
$1.19M 0.07%
3,069
-168
285
$1.18M 0.07%
13,811
+1,052
286
$1.18M 0.07%
7,089
+309
287
$1.18M 0.07%
3,839
+93
288
$1.17M 0.07%
9,075
-1,131
289
$1.17M 0.07%
15,534
+332
290
$1.16M 0.07%
4,946
-180
291
$1.16M 0.07%
91,335
-3,330
292
$1.15M 0.07%
32,701
+10,994
293
$1.14M 0.07%
35,900
294
$1.14M 0.07%
5,816
-109
295
$1.14M 0.07%
428
-85
296
$1.13M 0.07%
21,390
-490
297
$1.13M 0.07%
7,477
+1,739
298
$1.13M 0.07%
+25,684
299
$1.12M 0.07%
41,406
+3,336
300
$1.11M 0.07%
18,550
-104
10 11
12
13 14