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
$1.63B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$38M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.71M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$7.77M

Top Sells

1
+$34.2M
2
+$7.36M
3
+$4.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.23M
5
NVDA icon
NVIDIA
NVDA
+$2.58M

Sector Composition

1 Technology 14.31%
2 Financials 6.64%
3 Healthcare 6.42%
4 Consumer Discretionary 5.36%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2M 0.12%
49,786
+31,757
177
$2M 0.12%
7,834
-278
178
$1.99M 0.12%
92,400
+32,800
179
$1.98M 0.12%
27,179
-1,502
180
$1.98M 0.12%
15,257
+2,344
181
$1.96M 0.12%
22,298
+287
182
$1.95M 0.12%
5,973
+151
183
$1.92M 0.12%
9,918
-842
184
$1.92M 0.12%
21,841
+556
185
$1.91M 0.12%
+47,008
186
$1.91M 0.12%
9,819
+1,899
187
$1.89M 0.12%
43,668
-3,509
188
$1.88M 0.12%
8,845
-692
189
$1.87M 0.11%
5,245
+278
190
$1.87M 0.11%
56,200
-1,000
191
$1.86M 0.11%
59,429
+1,328
192
$1.85M 0.11%
4,160
-188
193
$1.85M 0.11%
79,200
-8,000
194
$1.84M 0.11%
70,698
+3,532
195
$1.81M 0.11%
25,966
+4,141
196
$1.8M 0.11%
9,390
+607
197
$1.8M 0.11%
8,557
-255
198
$1.76M 0.11%
7,926
-196
199
$1.76M 0.11%
17,341
-3,109
200
$1.76M 0.11%
8,937
+1,353
6 7
8
9 10