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
726
$258K 0.02%
2,468
-720
727
$258K 0.02%
12,400
728
$256K 0.02%
3,833
-245
729
$255K 0.02%
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730
$254K 0.02%
4,411
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731
$249K 0.02%
+1,059
732
$247K 0.02%
21,755
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733
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6,969
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$245K 0.02%
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735
$245K 0.02%
2,187
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736
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737
$244K 0.02%
1,572
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738
$244K 0.01%
3,775
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739
$243K 0.01%
5,335
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740
$242K 0.01%
4,220
741
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745
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9,868
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746
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$237K 0.01%
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$237K 0.01%
1,465
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749
$236K 0.01%
13,578
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750
$236K 0.01%
+66,412
28 29
30
31 32