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
$559M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$1.49M
3
+$1.38M
4
TTD icon
Trade Desk
TTD
+$1.14M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$817K

Top Sells

1
+$3.87M
2
+$3.2M
3
+$2.08M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.05M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.05M

Sector Composition

1 Technology 20.78%
2 Consumer Discretionary 10.6%
3 Financials 7.96%
4 Healthcare 6.14%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.36%
9,278
-338
52
$1.89M 0.34%
8,400
-1,469
53
$1.89M 0.34%
25,795
+2,710
54
$1.8M 0.32%
12,163
-162
55
$1.77M 0.32%
22,841
+14,781
56
$1.74M 0.31%
44,470
-3,671
57
$1.74M 0.31%
106,421
-2,956
58
$1.74M 0.31%
7,108
-232
59
$1.68M 0.3%
17,829
+2,432
60
$1.67M 0.3%
43,280
-13,670
61
$1.65M 0.29%
28,212
-2,553
62
$1.63M 0.29%
14,449
-221
63
$1.62M 0.29%
25,497
+2,786
64
$1.61M 0.29%
3,627
+511
65
$1.57M 0.28%
3,202
-53
66
$1.57M 0.28%
28,384
-2,737
67
$1.56M 0.28%
6,548
+265
68
$1.55M 0.28%
27,682
-785
69
$1.55M 0.28%
4,491
+461
70
$1.5M 0.27%
26,388
+303
71
$1.5M 0.27%
8,077
-106
72
$1.49M 0.27%
44,763
+16,182
73
$1.46M 0.26%
26,081
-1,036
74
$1.45M 0.26%
9,801
-533
75
$1.44M 0.26%
10,288
-1,039
1 2
3
4 5