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
501
$426K 0.03%
22,166
502
$425K 0.03%
7,750
503
$425K 0.03%
3,418
+104
504
$424K 0.03%
2,421
-98
505
$424K 0.03%
8,302
+11
506
$423K 0.03%
11,057
-799
507
$423K 0.03%
31,364
508
$423K 0.03%
30,798
+13,234
509
$423K 0.03%
11,860
+1,869
510
$417K 0.03%
5,305
-118
511
$413K 0.03%
1,282
+402
512
$412K 0.03%
8,869
-541
513
$410K 0.03%
2,747
-1,489
514
$409K 0.03%
3,422
+1,545
515
$409K 0.03%
5,813
+1,227
516
$409K 0.03%
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517
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14,309
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518
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+3,020
519
$406K 0.03%
11,197
-1,804
520
$404K 0.03%
2,651
-292
521
$398K 0.03%
+5,467
522
$397K 0.03%
21,755
+3,831
523
$395K 0.03%
1,957
+252
524
$395K 0.03%
5,700
+1,980
525
$392K 0.03%
+5,398
19 20
21
22 23