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
176
$1.75M 0.12%
32,743
+3,332
177
$1.74M 0.12%
+76,074
178
$1.74M 0.12%
4,233
+1
179
$1.73M 0.12%
16,877
+3,598
180
$1.73M 0.12%
65,269
-1,311
181
$1.72M 0.12%
16,152
+2,276
182
$1.69M 0.12%
20,480
+4,029
183
$1.67M 0.12%
12,169
-1,670
184
$1.65M 0.12%
44,829
+8,900
185
$1.64M 0.12%
7,217
-1,014
186
$1.64M 0.12%
65,400
187
$1.61M 0.11%
14,840
+2,038
188
$1.6M 0.11%
12,144
-5,275
189
$1.6M 0.11%
16,140
-1,324
190
$1.6M 0.11%
11,704
-3,564
191
$1.59M 0.11%
24,555
-3,152
192
$1.58M 0.11%
45,924
-964
193
$1.58M 0.11%
3,286
+1,009
194
$1.58M 0.11%
93,298
+11,234
195
$1.57M 0.11%
12,046
+232
196
$1.56M 0.11%
94,602
-385
197
$1.55M 0.11%
8,247
-25
198
$1.55M 0.11%
84,648
+18,246
199
$1.52M 0.11%
4,598
+550
200
$1.51M 0.11%
98,751
-1,876
6 7
8
9 10