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
26
$9.74M 0.6%
175,852
+157,344
27
$9.57M 0.59%
61,717
+2,444
28
$9.34M 0.57%
174,744
+17,464
29
$9.2M 0.56%
45,067
+1,824
30
$9.17M 0.56%
19,400
-571
31
$9M 0.55%
86,492
-1,946
32
$8.57M 0.53%
133,510
+1,990
33
$8.27M 0.51%
205,968
+193,569
34
$8.21M 0.5%
16,526
-289
35
$8.15M 0.5%
295,671
+62,310
36
$8.13M 0.5%
51,036
+3,935
37
$7.95M 0.49%
74,735
+3,041
38
$7.73M 0.47%
84,218
-5,803
39
$7.61M 0.47%
310,167
+74,164
40
$7.46M 0.46%
33,103
-258
41
$7.39M 0.45%
45,279
+2,625
42
$7.29M 0.45%
143,868
+22,413
43
$7.2M 0.44%
176,454
-4,323
44
$7.12M 0.44%
294,086
+39,246
45
$7.09M 0.43%
363,599
+130,787
46
$6.98M 0.43%
32,256
+8,125
47
$6.84M 0.42%
46,017
+3,208
48
$6.4M 0.39%
22,880
+214
49
$6.38M 0.39%
282,021
+159,051
50
$6.33M 0.39%
58,753
+12,525
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