AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
1-Year Return
17.88%
This Quarter Return
-3.26%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$1.41B
AUM Growth
+$69M
(+5.2%)
Cap. Flow
+$168M
Cap. Flow
% of AUM
11.91%
Top 10 Holdings %
Top 10 Hldgs %
24.8%
Holding
848
New
89
Increased
338
Reduced
281
Closed
89
Top Buys
| 1 |
Apple
AAPL
|
+$79M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$54.6M |
| 3 |
Amazon
AMZN
|
+$35.6M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.68M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$5.37M |
Top Sells
| 1 |
FT Vest Nasdaq-100 Buffer ETF September
QSPT
|
+$48M |
| 2 |
Marsh & McLennan
MMC
|
+$3.73M |
| 3 |
Tencent Music
TME
|
+$3.21M |
| 4 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
+$3.1M |
| 5 |
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% |
