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
851
$32.9K ﹤0.01%
20,160
852
$31.8K ﹤0.01%
1,818
+185
853
$30.2K ﹤0.01%
22,386
854
$26.9K ﹤0.01%
+30,256
855
$25K ﹤0.01%
+10,000
856
$24.8K ﹤0.01%
+13,600
857
$21.3K ﹤0.01%
9,744
858
$20.2K ﹤0.01%
222
-2
859
$19.7K ﹤0.01%
400
+60
860
$15.2K ﹤0.01%
510
861
$14.2K ﹤0.01%
+2,033
862
$11.5K ﹤0.01%
1,750
-13
863
$11.3K ﹤0.01%
950
864
$8.2K ﹤0.01%
833
865
$8.09K ﹤0.01%
10,621
866
$7.23K ﹤0.01%
200
867
$6.98K ﹤0.01%
23
-2
868
$4.68K ﹤0.01%
1
869
$3.89K ﹤0.01%
+70
870
– –
-4,539
871
– –
-4,055
872
– –
-14,723
873
– –
-1,289
874
– –
-4,753
875
– –
-1,936
33 34
35
36 37