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
$559M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$1.49M
3
+$1.38M
4
TTD icon
Trade Desk
TTD
+$1.14M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$817K

Top Sells

1
+$3.87M
2
+$3.2M
3
+$2.08M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.05M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.05M

Sector Composition

1 Technology 20.78%
2 Consumer Discretionary 10.6%
3 Financials 7.96%
4 Healthcare 6.14%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$236K 0.04%
+1,656
327
$235K 0.04%
780
-541
328
$233K 0.04%
601
-46
329
$232K 0.04%
4,527
-1,614
330
$229K 0.04%
967
+42
331
$228K 0.04%
+1,214
332
$228K 0.04%
1,374
-33
333
$227K 0.04%
3,087
-62
334
$221K 0.04%
10,800
335
$220K 0.04%
+869
336
$219K 0.04%
1,068
-487
337
$217K 0.04%
+2,093
338
$217K 0.04%
431
-40
339
$216K 0.04%
+6,585
340
$213K 0.04%
763
-1,106
341
$212K 0.04%
33,409
342
$212K 0.04%
+1,220
343
$212K 0.04%
690
-2
344
$209K 0.04%
+331
345
$207K 0.04%
+1,125
346
$207K 0.04%
+1,937
347
$205K 0.04%
+1,413
348
$204K 0.04%
2,536
+1
349
$203K 0.04%
6,276
-2,275
350
$203K 0.04%
+10,716
12 13
14
15 16