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
351
$915K 0.06%
13,332
-2,614
352
$912K 0.06%
3,174
+199
353
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11,921
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356
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589
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357
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3,628
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358
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359
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360
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361
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21,414
+12,905
362
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13,489
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363
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15,140
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364
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17,770
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365
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368
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369
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13,733
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370
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6,324
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$867K 0.05%
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372
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22,200
-2,000
373
$858K 0.05%
10,441
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374
$857K 0.05%
4,108
+3
375
$851K 0.05%
5,592
-948
13 14
15
16 17