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
76
$4.5M 0.28%
58,323
-83
77
$4.44M 0.27%
7,699
-728
78
$4.43M 0.27%
60,854
-15,084
79
$4.35M 0.27%
6,505
-26
80
$4.23M 0.26%
32,247
+968
81
$4.18M 0.26%
216,970
+25,908
82
$4.14M 0.25%
126,642
-18,131
83
$4.13M 0.25%
46,978
-1,650
84
$4.1M 0.25%
19,315
+193
85
$4.09M 0.25%
56,100
+32,323
86
$4.05M 0.25%
12,178
+1,565
87
$3.92M 0.24%
79,842
-1,245
88
$3.85M 0.24%
39,542
+8,039
89
$3.84M 0.24%
41,659
-200
90
$3.82M 0.23%
41,921
+11,534
91
$3.8M 0.23%
15,547
+514
92
$3.73M 0.23%
23,509
-220
93
$3.7M 0.23%
107,200
-200
94
$3.7M 0.23%
264,211
+6,250
95
$3.58M 0.22%
17,806
+6
96
$3.58M 0.22%
51,920
-3,900
97
$3.54M 0.22%
19,049
-771
98
$3.53M 0.22%
36,070
-337
99
$3.5M 0.21%
+121,000
100
$3.44M 0.21%
15,407
-893
2 3
4
5 6