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
51
$5.41M 0.38%
217,190
-60,660
52
$5.37M 0.38%
70,308
-17,525
53
$5.27M 0.37%
98,265
+10,605
54
$5.19M 0.37%
40,905
-3,630
55
$5.16M 0.37%
18,868
-4,768
56
$5.1M 0.36%
6,670
+148
57
$4.96M 0.35%
29,625
+3,906
58
$4.87M 0.35%
59,319
-1,530
59
$4.85M 0.34%
57,304
-12,892
60
$4.83M 0.34%
66,083
-1,067
61
$4.75M 0.34%
8,046
-92
62
$4.71M 0.33%
268,660
-2,375
63
$4.65M 0.33%
150,925
+78,825
64
$4.62M 0.33%
59,526
-19,609
65
$4.56M 0.32%
81,736
-8,336
66
$4.47M 0.32%
16,094
-10,571
67
$4.39M 0.31%
26,987
+24,759
68
$4.27M 0.3%
21,955
-4,101
69
$4.27M 0.3%
89,594
+15,494
70
$4.14M 0.29%
132,052
+45,569
71
$4.11M 0.29%
111,567
+41,757
72
$4.1M 0.29%
244,943
-1,604
73
$4.04M 0.29%
16,292
+6,838
74
$4.02M 0.29%
81,006
+5,787
75
$3.92M 0.28%
219,731
-10,152
1 2
3
4 5