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
601
$400K 0.02%
13,195
-522
602
$398K 0.02%
1,694
-29,522
603
$398K 0.02%
11,833
-2,721
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$397K 0.02%
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606
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607
$396K 0.02%
17,678
608
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651
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4,007
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611
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6,927
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612
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613
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614
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615
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616
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623
$381K 0.02%
12,334
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624
$379K 0.02%
14,751
+1,889
625
$378K 0.02%
34,827
+12,322
23 24
25
26 27