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
726
$96K 0.01%
+1,410
727
$96K 0.01%
1,450
-1,091
728
$88K 0.01%
+10,777
729
$81K 0.01%
2,029
-9
730
$78K 0.01%
+15,587
731
$73K 0.01%
+20,000
732
$68K ﹤0.01%
287
733
$67K ﹤0.01%
10,200
-886
734
$58K ﹤0.01%
+1,418
735
$57K ﹤0.01%
+26,363
736
$52K ﹤0.01%
20,160
737
$50K ﹤0.01%
12,256
+46
738
$49K ﹤0.01%
21
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739
$43K ﹤0.01%
+10,000
740
$42K ﹤0.01%
+500
741
$40K ﹤0.01%
63
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742
$37K ﹤0.01%
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743
$37K ﹤0.01%
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744
$36K ﹤0.01%
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745
$34K ﹤0.01%
503
-53
746
$33K ﹤0.01%
1,438
+17
747
$29K ﹤0.01%
+1,810
748
$29K ﹤0.01%
121
749
$25K ﹤0.01%
510
750
$20K ﹤0.01%
+17
28 29
30
31 32