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
$1.41B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$54.6M
3
+$35.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.68M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.37M

Top Sells

1
+$48M
2
+$3.73M
3
+$3.21M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$3.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.93M

Sector Composition

1 Technology 16.03%
2 Financials 8.33%
3 Consumer Discretionary 7.27%
4 Healthcare 6.91%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.27%
153,633
-52,140
77
$3.71M 0.26%
48,571
+17,220
78
$3.7M 0.26%
98,880
+6,170
79
$3.67M 0.26%
14,094
-952
80
$3.64M 0.26%
35,900
-400
81
$3.58M 0.25%
69,383
+8,065
82
$3.56M 0.25%
19,721
+1,921
83
$3.5M 0.25%
35,344
+1,340
84
$3.45M 0.25%
68,714
-5,544
85
$3.45M 0.24%
232,536
-9,490
86
$3.44M 0.24%
19,539
+3,300
87
$3.35M 0.24%
18,270
-1,707
88
$3.33M 0.24%
126,651
+34,779
89
$3.31M 0.24%
25,847
-41
90
$3.25M 0.23%
600,000
+240,000
91
$3.23M 0.23%
69,102
-1,910
92
$3.22M 0.23%
6,563
+571
93
$3.17M 0.23%
6
-2
94
$3.16M 0.22%
26,668
-1,678
95
$3.13M 0.22%
76,059
+68,554
96
$3.11M 0.22%
14,642
-5,817
97
$3.07M 0.22%
23,968
+14,036
98
$3.06M 0.22%
120,879
+52,734
99
$3.02M 0.21%
48,701
-9,664
100
$3.01M 0.21%
141,391
+57,146
2 3
4
5 6