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
126
$2.47M 0.18%
10,386
+373
127
$2.47M 0.18%
12,213
+1,159
128
$2.43M 0.17%
5,340
+212
129
$2.43M 0.17%
46,488
+789
130
$2.4M 0.17%
49,561
-6,502
131
$2.38M 0.17%
19,160
-2,136
132
$2.35M 0.17%
61,225
+40,749
133
$2.34M 0.17%
26,274
+1,043
134
$2.34M 0.17%
72,483
+27,328
135
$2.33M 0.17%
39,319
+16,906
136
$2.32M 0.17%
10,831
-2,072
137
$2.32M 0.17%
6,885
-1,019
138
$2.3M 0.16%
3,447
+417
139
$2.29M 0.16%
10,796
-355
140
$2.27M 0.16%
7,965
+212
141
$2.26M 0.16%
95,444
+16,484
142
$2.21M 0.16%
38,240
-83
143
$2.19M 0.16%
16,284
+1,676
144
$2.19M 0.16%
44,077
+1,396
145
$2.18M 0.15%
23,934
+6,802
146
$2.17M 0.15%
5,210
-362
147
$2.16M 0.15%
20,266
-20
148
$2.13M 0.15%
161,080
+10,220
149
$2.13M 0.15%
13,428
+1,181
150
$2.12M 0.15%
85,214
+22,363
4 5
6
7 8