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
601
$290K 0.02%
11,772
+4,012
602
$290K 0.02%
14,500
+4,500
603
$288K 0.02%
23,817
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605
$284K 0.02%
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606
$281K 0.02%
2,094
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607
$281K 0.02%
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608
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609
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610
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611
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612
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613
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614
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615
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6,792
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623
$256K 0.02%
2,139
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624
$256K 0.02%
3,555
-125
625
$255K 0.02%
4,415
-1,250
23 24
25
26 27