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
151
$755K 0.14%
20,275
-3,300
152
$754K 0.13%
4,891
+434
153
$742K 0.13%
58,213
154
$742K 0.13%
3,259
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155
$738K 0.13%
3,113
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156
$732K 0.13%
22,685
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157
$731K 0.13%
3,799
158
$725K 0.13%
5,302
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159
$722K 0.13%
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-192
160
$712K 0.13%
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161
$712K 0.13%
27,279
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162
$712K 0.13%
5,819
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163
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13,003
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164
$706K 0.13%
+1,268
165
$703K 0.13%
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166
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167
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169
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170
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15,375
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171
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172
$678K 0.12%
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173
$677K 0.12%
454
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174
$676K 0.12%
3,609
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175
$667K 0.12%
10,127
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5 6
7
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