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
201
$1.51M 0.11%
20,221
+1,128
202
$1.49M 0.11%
31,761
203
$1.48M 0.11%
5,972
-5,450
204
$1.47M 0.1%
+62,094
205
$1.44M 0.1%
4,793
-1,114
206
$1.43M 0.1%
21,188
-1,920
207
$1.42M 0.1%
14,491
+1,867
208
$1.42M 0.1%
52,994
+16,292
209
$1.42M 0.1%
+5,517
210
$1.4M 0.1%
8,452
+1,978
211
$1.4M 0.1%
6,590
+3,401
212
$1.4M 0.1%
10,726
+7,249
213
$1.39M 0.1%
42,800
+15,000
214
$1.38M 0.1%
5,159
+346
215
$1.37M 0.1%
13,989
+2,370
216
$1.37M 0.1%
8,442
+420
217
$1.36M 0.1%
10,308
-252
218
$1.36M 0.1%
31,902
-5,275
219
$1.34M 0.1%
7,192
+1,402
220
$1.33M 0.09%
24,107
+5,521
221
$1.32M 0.09%
32,363
-752
222
$1.32M 0.09%
17,500
-155
223
$1.32M 0.09%
18,176
-6,129
224
$1.31M 0.09%
4,619
-352
225
$1.3M 0.09%
27,674
+4,014
7 8
9
10 11