AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
1-Year Return
17.88%
This Quarter Return
+31.06%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$181M
AUM Growth
+$83.6M
(+86%)
Cap. Flow
+$64.9M
Cap. Flow
% of AUM
35.86%
Top 10 Holdings %
Top 10 Hldgs %
48.74%
Holding
765
New
705
Increased
44
Reduced
16
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$20.1M |
| 2 |
Vanguard Value ETF
VTV
|
$7.03M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.57M |
| 4 |
Apple
AAPL
|
$3.24M |
| 5 |
Microsoft
MSFT
|
$2.73M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18.3M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$2.66M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.84M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.72M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.04M |
Sector Composition
| 1 | Technology | 16.49% |
| 2 | Consumer Discretionary | 6.07% |
| 3 | Healthcare | 3.21% |
| 4 | Communication Services | 3.1% |
| 5 | Financials | 3.05% |
