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
701
$187K 0.01%
19,938
-1,600
702
$172K 0.01%
21,473
-8,800
703
$171K 0.01%
10,030
-284
704
$170K 0.01%
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705
$164K 0.01%
+14,513
706
$164K 0.01%
11,642
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707
$161K 0.01%
26,483
-14,100
708
$160K 0.01%
12,218
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709
$160K 0.01%
14,745
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710
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11,452
-2,388
711
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+17,036
712
$144K 0.01%
+11,000
713
$141K 0.01%
93
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714
$134K 0.01%
+7,574
715
$134K 0.01%
+16,985
716
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717
$125K 0.01%
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12,310
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719
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720
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5,713
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721
$110K 0.01%
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722
$108K 0.01%
+10,600
723
$107K 0.01%
+12,774
724
$106K 0.01%
31,324
-1,154
725
$101K 0.01%
+10,000
27 28
29
30 31