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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.1%
49,800
+3,000
227
$1.33M 0.1%
6,439
+4,694
228
$1.33M 0.1%
+10,064
229
$1.32M 0.1%
+9,831
230
$1.32M 0.1%
+43,300
231
$1.3M 0.1%
+12,624
232
$1.3M 0.1%
67,706
+37,808
233
$1.29M 0.1%
4,813
+772
234
$1.28M 0.1%
+23,490
235
$1.27M 0.1%
+43,504
236
$1.27M 0.1%
+5,531
237
$1.23M 0.09%
2,659
-927
238
$1.23M 0.09%
9,482
+7,343
239
$1.22M 0.09%
6,471
+1,673
240
$1.21M 0.09%
8,484
+6,715
241
$1.2M 0.09%
12,877
+5,619
242
$1.19M 0.09%
+4,702
243
$1.19M 0.09%
+73,423
244
$1.18M 0.09%
+6,795
245
$1.18M 0.09%
36,228
+27,295
246
$1.17M 0.09%
19,602
+15,972
247
$1.17M 0.09%
5,702
+937
248
$1.16M 0.09%
+14,023
249
$1.15M 0.09%
5,521
+834
250
$1.14M 0.09%
22,576
+4,408
8 9
10
11 12