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
$1.41B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$54.6M
3
+$35.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.68M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.37M

Top Sells

1
+$48M
2
+$3.73M
3
+$3.21M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$3.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.93M

Sector Composition

1 Technology 16.03%
2 Financials 8.33%
3 Consumer Discretionary 7.27%
4 Healthcare 6.91%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.29M 0.59%
160,206
-9,970
27
$8.28M 0.59%
77,320
+16,818
28
$8.22M 0.58%
171,207
+32,594
29
$8.05M 0.57%
59,064
+532
30
$7.69M 0.55%
122,140
+16,400
31
$7.54M 0.54%
420,162
-52,764
32
$7.47M 0.53%
110,570
+8,250
33
$7.43M 0.53%
145,443
+60,542
34
$6.78M 0.48%
45,870
+11,092
35
$6.69M 0.48%
566,283
+9,937
36
$6.69M 0.48%
81,041
+6,329
37
$6.57M 0.47%
47,909
-1,503
38
$6.49M 0.46%
233,635
+70,468
39
$6.49M 0.46%
40,016
-2,219
40
$6.36M 0.45%
86,412
+36,439
41
$6.33M 0.45%
37,165
-21,891
42
$6.29M 0.45%
28,310
-350
43
$6.25M 0.44%
56,964
+10,516
44
$6.21M 0.44%
331,724
+80,668
45
$5.91M 0.42%
38,683
-1,298
46
$5.84M 0.41%
521,912
+237,229
47
$5.59M 0.4%
109,801
-2,317
48
$5.54M 0.39%
22,400
-1,979
49
$5.45M 0.39%
26,543
+18,000
50
$5.42M 0.39%
109,431
-15,628
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