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
151
$2.12M 0.15%
6,106
-161
152
$2.11M 0.15%
45,815
+106
153
$2.07M 0.15%
21,527
-14,272
154
$2.04M 0.15%
47,449
+12,741
155
$2.02M 0.14%
29,154
+700
156
$2M 0.14%
10,432
-2,338
157
$1.98M 0.14%
32,725
-4,319
158
$1.97M 0.14%
8,828
-567
159
$1.95M 0.14%
7,759
-1,796
160
$1.92M 0.14%
16,624
+2,603
161
$1.92M 0.14%
3,501
+187
162
$1.9M 0.14%
12,218
-9,884
163
$1.89M 0.13%
59,271
+1,235
164
$1.88M 0.13%
7,907
+482
165
$1.88M 0.13%
8,284
+2,582
166
$1.88M 0.13%
24,072
-695
167
$1.87M 0.13%
38,119
+5,847
168
$1.84M 0.13%
41,455
+608
169
$1.83M 0.13%
6,069
+1,258
170
$1.83M 0.13%
66,008
-920
171
$1.81M 0.13%
36,974
-21,197
172
$1.81M 0.13%
+82,946
173
$1.8M 0.13%
47,108
+10,343
174
$1.8M 0.13%
6,290
+1,444
175
$1.75M 0.12%
7,269
+1,748
5 6
7
8 9