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
201
$1.74M 0.11%
90,195
+7,177
202
$1.74M 0.11%
8,245
-2,324
203
$1.71M 0.11%
21,258
+876
204
$1.71M 0.11%
45,805
+4,024
205
$1.71M 0.1%
32,573
+18,600
206
$1.7M 0.1%
24,356
+5,365
207
$1.67M 0.1%
31,857
+1,897
208
$1.66M 0.1%
63,098
-4,840
209
$1.64M 0.1%
57,423
+354
210
$1.63M 0.1%
32,884
+15,418
211
$1.63M 0.1%
55,300
-2,000
212
$1.63M 0.1%
13,234
-235
213
$1.62M 0.1%
21,789
-3,560
214
$1.61M 0.1%
39,394
+65
215
$1.61M 0.1%
9,413
+264
216
$1.61M 0.1%
17,182
-180
217
$1.6M 0.1%
42,977
-657
218
$1.58M 0.1%
41,454
+2,355
219
$1.58M 0.1%
22,548
+135
220
$1.57M 0.1%
16,904
-540
221
$1.56M 0.1%
3,213
-99
222
$1.53M 0.09%
34,525
223
$1.53M 0.09%
29,905
+591
224
$1.52M 0.09%
5,332
+116
225
$1.52M 0.09%
3,305
-10
7 8
9
10 11