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
101
$3M 0.21%
200,800
102
$2.99M 0.21%
8,355
+501
103
$2.94M 0.21%
34,368
+21,305
104
$2.93M 0.21%
31,207
+1,812
105
$2.92M 0.21%
93,067
-12,097
106
$2.91M 0.21%
61,564
+32,892
107
$2.9M 0.21%
26,016
-1,193
108
$2.86M 0.2%
15,513
+1,662
109
$2.74M 0.19%
36,957
+19,609
110
$2.73M 0.19%
6,193
-2,119
111
$2.73M 0.19%
206,650
-1,487
112
$2.71M 0.19%
74,357
-4,056
113
$2.68M 0.19%
58,680
-9,390
114
$2.68M 0.19%
28,206
-1,709
115
$2.65M 0.19%
84,915
+4,865
116
$2.63M 0.19%
23,468
-2,260
117
$2.61M 0.19%
17,058
-79
118
$2.58M 0.18%
51,224
-36,976
119
$2.56M 0.18%
23,406
+3,891
120
$2.55M 0.18%
10,535
-991
121
$2.53M 0.18%
25,025
+5,938
122
$2.52M 0.18%
21,033
+849
123
$2.49M 0.18%
31,870
+806
124
$2.48M 0.18%
22,304
-7,550
125
$2.47M 0.18%
+21,271
3 4
5
6 7