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
801
$179K 0.01%
10,144
802
$178K 0.01%
40,000
+20,000
803
$177K 0.01%
11,644
-5,904
804
$175K 0.01%
20,661
+192
805
$174K 0.01%
10,933
-304
806
$171K 0.01%
+13,648
807
$171K 0.01%
10,800
808
$171K 0.01%
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809
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13,219
810
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23,703
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811
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39,209
812
$144K 0.01%
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813
$142K 0.01%
14,782
-128
814
$141K 0.01%
17,956
815
$131K 0.01%
12,497
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816
$127K 0.01%
1,581
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817
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819
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11,785
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13,971
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$112K 0.01%
22,520
+8
822
$111K 0.01%
4,407
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823
$109K 0.01%
13,404
+1,332
824
$108K 0.01%
13,507
+236
825
$104K 0.01%
10,338
-8,539
31 32
33
34 35