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
$1.99B
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$31.6M
3
+$25.5M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$23.1M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$20.4M

Top Sells

1
+$31.2M
2
+$26.2M
3
+$10.4M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$9.35M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.51M

Sector Composition

1 Technology 14.73%
2 Financials 7.02%
3 Healthcare 5.69%
4 Consumer Discretionary 5.18%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$77.7K ﹤0.01%
+11,666
877
$71K ﹤0.01%
+13,035
878
$71K ﹤0.01%
11,209
+225
879
$70.2K ﹤0.01%
27,460
-26
880
$70.1K ﹤0.01%
10,444
+203
881
$70K ﹤0.01%
+1,429
882
$64.1K ﹤0.01%
+10,389
883
$59.7K ﹤0.01%
4,060
884
$57.5K ﹤0.01%
1,597
+1,085
885
$52.6K ﹤0.01%
15,599
+12
886
$45.2K ﹤0.01%
+10,253
887
$42.2K ﹤0.01%
+21,000
888
$40.5K ﹤0.01%
1,054
+1
889
$37.5K ﹤0.01%
20,160
890
$35.3K ﹤0.01%
14,000
-91
891
$33.6K ﹤0.01%
+10,000
892
$29.3K ﹤0.01%
10,098
+98
893
$28K ﹤0.01%
20,000
+10,000
894
$24.6K ﹤0.01%
+10,296
895
$23.6K ﹤0.01%
13,900
-30,529
896
$19.6K ﹤0.01%
13,000
897
$13.5K ﹤0.01%
22,245
898
$12.8K ﹤0.01%
1,641
-23
899
$12.2K ﹤0.01%
2,091
+58
900
$11.7K ﹤0.01%
10,000
-129
34 35
36
37 38