AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$6.08M
2
+$1.42M
3
+$1.37M
4
TTD icon
Trade Desk
TTD
+$944K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$830K

Top Sells

1
+$3.86M
2
+$3.16M
3
+$2.06M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.04M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.93M

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
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383
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386
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387
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