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
551
$344K 0.02%
8,842
+1,381
552
$344K 0.02%
1,516
-279
553
$343K 0.02%
37,573
+306
554
$340K 0.02%
12,700
555
$337K 0.02%
15,501
-2,538
556
$337K 0.02%
+1,918
557
$336K 0.02%
7,955
-1,647
558
$336K 0.02%
9,046
+402
559
$334K 0.02%
7,099
+462
560
$334K 0.02%
+12,635
561
$334K 0.02%
5,508
+873
562
$334K 0.02%
4,974
-166
563
$333K 0.02%
4,373
-237
564
$333K 0.02%
3,111
+151
565
$331K 0.02%
6,944
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566
$331K 0.02%
3,035
567
$329K 0.02%
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$327K 0.02%
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569
$326K 0.02%
834
-169
570
$323K 0.02%
2,323
-328
571
$323K 0.02%
5,635
+2,508
572
$323K 0.02%
2,287
+4
573
$322K 0.02%
4,853
+408
574
$322K 0.02%
+1,608
575
$320K 0.02%
+13,147
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