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
501
$561K 0.03%
8,862
-1,247
502
$561K 0.03%
7,413
-924
503
$559K 0.03%
6,676
+200
504
$557K 0.03%
14,009
-3,267
505
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8,763
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506
$553K 0.03%
20,271
-461
507
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48,064
+28,662
508
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20,532
-886
509
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4,900
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510
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10,256
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511
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4,948
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7,894
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513
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19,039
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514
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20,506
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515
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25,002
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519
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2,312
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520
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10,475
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521
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8,345
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522
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4,627
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523
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8,465
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524
$526K 0.03%
5,208
-471
525
$526K 0.03%
5,519
19 20
21
22 23