AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
This Quarter Return
+12.21%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$369M
AUM Growth
+$369M
(+66%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
34.08%
Top 10 Holdings %
Top 10 Hldgs %
39.3%
Holding
263
New
104
Increased
41
Reduced
51
Closed
65
Top Buys
| 1 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$11.8M |
| 2 |
iShares Expanded Tech Sector ETF
IGM
|
$11.6M |
| 3 |
PepsiCo
PEP
|
$8.97M |
| 4 |
Apple
AAPL
|
$7.98M |
| 5 |
Mondelez International
MDLZ
|
$7.81M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$4.99M |
| 2 |
Shopify
SHOP
|
$3.22M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.72M |
| 4 |
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
|
$1.57M |
| 5 |
NVIDIA
NVDA
|
$1.52M |
Sector Composition
| 1 | Technology | 14.97% |
| 2 | Consumer Staples | 8.82% |
| 3 | Consumer Discretionary | 6.25% |
| 4 | Financials | 5.86% |
| 5 | Communication Services | 5.24% |
