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
776
$214K 0.01%
+2,593
777
$213K 0.01%
+1,378
778
$213K 0.01%
1,452
-461
779
$213K 0.01%
4,196
780
$210K 0.01%
6,900
-369
781
$209K 0.01%
+11,520
782
$209K 0.01%
13,295
-2,808
783
$208K 0.01%
+6,680
784
$207K 0.01%
+2,517
785
$207K 0.01%
+5,039
786
$207K 0.01%
2,846
-1,258
787
$207K 0.01%
+6,533
788
$206K 0.01%
1,023
-91
789
$206K 0.01%
+4,815
790
$204K 0.01%
+5,468
791
$204K 0.01%
+2,483
792
$202K 0.01%
+4,303
793
$201K 0.01%
+951
794
$200K 0.01%
+6,048
795
$198K 0.01%
17,656
+554
796
$196K 0.01%
22,337
-1,649
797
$193K 0.01%
+10,874
798
$192K 0.01%
+50,000
799
$186K 0.01%
50,341
+2,444
800
$185K 0.01%
23,247
-1,949
30 31
32
33 34