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
826
$103K 0.01%
21,985
827
$103K 0.01%
25,952
+152
828
$93.4K 0.01%
+27,000
829
$92.3K 0.01%
11,330
830
$89.8K 0.01%
+11,500
831
$88.3K 0.01%
1,033
+500
832
$77.4K ﹤0.01%
34,379
+8,021
833
$75.3K ﹤0.01%
32,440
+333
834
$72.7K ﹤0.01%
+11,981
835
$70.8K ﹤0.01%
10,754
+131
836
$70.3K ﹤0.01%
+21,646
837
$65.2K ﹤0.01%
+10,611
838
$64.8K ﹤0.01%
4,060
+676
839
$64.4K ﹤0.01%
37,786
840
$62.2K ﹤0.01%
+13,184
841
$59.6K ﹤0.01%
+14,293
842
$56.6K ﹤0.01%
10,765
-758
843
$53.2K ﹤0.01%
1,341
-9
844
$43.6K ﹤0.01%
+20,000
845
$42.9K ﹤0.01%
16,202
-20,304
846
$40.9K ﹤0.01%
+505
847
$39.7K ﹤0.01%
1,094
-10
848
$37.7K ﹤0.01%
+13,000
849
$37.5K ﹤0.01%
+31,000
850
$35.5K ﹤0.01%
11,725
+125
32 33
34
35 36