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
201
$561K 0.1%
+6,192
202
$554K 0.1%
5,574
+4
203
$553K 0.1%
2,199
-456
204
$551K 0.1%
6,444
+381
205
$544K 0.1%
+15,916
206
$537K 0.1%
5,415
-748
207
$525K 0.09%
5,970
+1,720
208
$522K 0.09%
30,126
-594
209
$521K 0.09%
10,160
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210
$520K 0.09%
2,328
+98
211
$518K 0.09%
47,157
212
$514K 0.09%
2,166
+18
213
$510K 0.09%
7,692
+196
214
$507K 0.09%
3,097
-86
215
$507K 0.09%
2,437
+110
216
$506K 0.09%
4,365
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217
$506K 0.09%
2,460
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218
$499K 0.09%
16,402
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219
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220
$490K 0.09%
8,298
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221
$488K 0.09%
901
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222
$487K 0.09%
5,839
-63
223
$478K 0.09%
1,974
+7
224
$474K 0.08%
2,859
+53
225
$474K 0.08%
3,382
+194
7 8
9
10 11