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
51
$6.17M 0.38%
559,514
-23
52
$6.12M 0.38%
33,558
+377
53
$6.07M 0.37%
124,458
+12,947
54
$6.03M 0.37%
124,296
+3,020
55
$5.93M 0.36%
35,597
-532
56
$5.9M 0.36%
61,668
+4,057
57
$5.78M 0.35%
115,605
+1,970
58
$5.63M 0.35%
88,168
+3,562
59
$5.58M 0.34%
102,289
+16,995
60
$5.55M 0.34%
227,646
-12,744
61
$5.45M 0.33%
104,234
-2,277
62
$5.4M 0.33%
25,495
-513
63
$5.28M 0.32%
110,067
-2,003
64
$5.25M 0.32%
75,682
+125
65
$5.24M 0.32%
321,764
-4,592
66
$5.22M 0.32%
115,741
+18,882
67
$5.16M 0.32%
137,985
+31,200
68
$5.09M 0.31%
315,987
-18,198
69
$5.08M 0.31%
162,679
+18,111
70
$4.96M 0.3%
127,436
+5,587
71
$4.89M 0.3%
78,776
+10,872
72
$4.74M 0.29%
+92,492
73
$4.59M 0.28%
31,746
-22,306
74
$4.58M 0.28%
23,961
-1,169
75
$4.5M 0.28%
54,293
+3,143
1 2
3
4 5