AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$38.6M
2
+$37.8M
3
+$12.3M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.33M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$7.76M

Top Sells

1
+$33.3M
2
+$6.94M
3
+$3.89M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.21M

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
626
$364K 0.02%
6,329
-2,142
627
$363K 0.02%
1,947
-179
628
$362K 0.02%
15,119
-5,802
629
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630
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631
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632
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15,074
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633
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634
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635
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98,509
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636
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8,870
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637
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638
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5,713
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36,364
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$339K 0.02%
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648
$338K 0.02%
47,157
649
$338K 0.02%
12,700
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650
$337K 0.02%
7,724
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24 25
26
27 28