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
$559M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$1.49M
3
+$1.38M
4
TTD icon
Trade Desk
TTD
+$1.14M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$817K

Top Sells

1
+$3.87M
2
+$3.2M
3
+$2.08M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.05M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.05M

Sector Composition

1 Technology 20.78%
2 Consumer Discretionary 10.6%
3 Financials 7.96%
4 Healthcare 6.14%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$852K 0.15%
8,633
-373
127
$850K 0.15%
37,308
-1,530
128
$849K 0.15%
88,259
129
$849K 0.15%
1,389
-84
130
$845K 0.15%
12,990
-230
131
$844K 0.15%
15,549
+840
132
$830K 0.15%
1,417
+214
133
$829K 0.15%
8,569
+576
134
$822K 0.15%
1,471
-318
135
$817K 0.15%
+23,620
136
$815K 0.15%
8,542
+865
137
$813K 0.15%
8,274
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138
$810K 0.14%
7,044
+433
139
$805K 0.14%
12,160
140
$803K 0.14%
4,267
+14
141
$797K 0.14%
4,433
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142
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23,557
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143
$793K 0.14%
2,658
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144
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12,224
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145
$788K 0.14%
5,379
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146
$784K 0.14%
9,195
-496
147
$777K 0.14%
6,950
-394
148
$770K 0.14%
14,779
-5,698
149
$760K 0.14%
7,258
-2,850
150
$759K 0.14%
14,545
+8,362
4 5
6
7 8