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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$398K 0.08%
+5,807
227
$396K 0.08%
+2,327
228
$389K 0.08%
2,416
+658
229
$387K 0.07%
6,616
-126,887
230
$382K 0.07%
+4,377
231
$379K 0.07%
+11,938
232
$379K 0.07%
+6,183
233
$378K 0.07%
+1,869
234
$375K 0.07%
3,672
+804
235
$374K 0.07%
19,868
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236
$372K 0.07%
+3,152
237
$371K 0.07%
14,908
+5,412
238
$371K 0.07%
+5,105
239
$366K 0.07%
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-239
240
$365K 0.07%
988
-1,012
241
$364K 0.07%
+1,950
242
$363K 0.07%
+3,353
243
$360K 0.07%
+1,684
244
$360K 0.07%
26,852
-12,825
245
$360K 0.07%
+46,900
246
$357K 0.07%
+3,695
247
$353K 0.07%
+5,675
248
$351K 0.07%
1,515
-528
249
$351K 0.07%
841
+389
250
$344K 0.07%
+4,435
8 9
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