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
$1.99B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$31.6M
3
+$25.5M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.1M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$20.4M

Top Sells

1
+$31.2M
2
+$26.2M
3
+$10.4M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$9.35M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.51M

Sector Composition

1 Technology 14.73%
2 Financials 7.02%
3 Healthcare 5.69%
4 Consumer Discretionary 5.18%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$503K 0.03%
16,712
+5,278
552
$502K 0.03%
19,496
553
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10,538
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554
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6,602
-2,112
555
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19,314
-10,410
556
$486K 0.02%
12,998
-249,969
557
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558
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559
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556
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560
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-99,368
561
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8,902
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562
$471K 0.02%
2,064
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564
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565
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$450K 0.02%
15,456
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571
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+26,438
572
$449K 0.02%
22,063
-7,459
573
$447K 0.02%
7,420
+181
574
$446K 0.02%
58,213
575
$446K 0.02%
29,082
-9,559
21 22
23
24 25