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
401
$753K 0.05%
31,560
+8,629
402
$748K 0.05%
42,828
+7,789
403
$747K 0.05%
+14,753
404
$746K 0.05%
2,243
-357
405
$744K 0.05%
4,798
-9
406
$743K 0.05%
6,478
+99
407
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29,200
-1,200
408
$742K 0.05%
12,739
-2,419
409
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+29,581
410
$735K 0.05%
24,533
+1,393
411
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8,508
+2,226
412
$734K 0.05%
14,568
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413
$732K 0.04%
3,258
-291
414
$732K 0.04%
16,450
+4,656
415
$732K 0.04%
1,062
+178
416
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6,201
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417
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29,100
418
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8,548
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419
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9,889
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420
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6,425
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421
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4,409
-46
422
$705K 0.04%
39,478
+12,724
423
$704K 0.04%
14,806
-3,576
424
$704K 0.04%
+15,610
425
$702K 0.04%
13,320
+1,454
15 16
17
18 19