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
176
$662K 0.12%
478
-13
177
$655K 0.12%
+3,168
178
$648K 0.12%
6,737
+1,910
179
$648K 0.12%
11,614
-1,134
180
$648K 0.12%
14,180
-16
181
$647K 0.12%
8,317
+1,260
182
$645K 0.12%
43,436
-21,040
183
$640K 0.11%
+4,905
184
$639K 0.11%
6,276
-183
185
$638K 0.11%
7,759
-1,037
186
$634K 0.11%
+13,000
187
$634K 0.11%
2,067
+228
188
$632K 0.11%
3,981
+192
189
$632K 0.11%
+1,759
190
$627K 0.11%
1,280
+49
191
$627K 0.11%
1,353
+198
192
$622K 0.11%
3,205
-77
193
$614K 0.11%
1,929
+487
194
$608K 0.11%
2,084
+297
195
$607K 0.11%
9,082
-1,482
196
$602K 0.11%
+4,744
197
$591K 0.11%
14,342
+658
198
$570K 0.1%
+30,557
199
$568K 0.1%
10,680
+100
200
$564K 0.1%
2,170
+61
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8
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