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
$1.63B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$38M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.71M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$7.77M

Top Sells

1
+$34.2M
2
+$7.36M
3
+$4.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$2.58M

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
676
$300K 0.02%
22,026
+6,219
677
$300K 0.02%
+15,058
678
$297K 0.02%
25,649
+2,296
679
$297K 0.02%
18,621
-13,875
680
$295K 0.02%
3,037
681
$292K 0.02%
2,628
682
$291K 0.02%
+2,478
683
$291K 0.02%
894
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684
$290K 0.02%
9,356
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685
$287K 0.02%
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686
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7,460
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687
$286K 0.02%
10,485
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688
$284K 0.02%
3,626
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689
$284K 0.02%
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690
$283K 0.02%
6,758
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691
$283K 0.02%
11,351
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$283K 0.02%
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694
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7,796
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696
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8,200
-4,150
697
$279K 0.02%
8,550
698
$279K 0.02%
1,229
+177
699
$278K 0.02%
14,500
700
$276K 0.02%
+2,157
26 27
28
29 30