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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.12M 0.09%
47,837
-3,247
227
$1.1M 0.09%
20,388
-800
228
$1.1M 0.09%
5,414
+351
229
$1.09M 0.09%
21,713
-9,754
230
$1.05M 0.09%
34,742
-5,218
231
$1.05M 0.09%
63,309
+4,487
232
$1.05M 0.09%
19,392
-1,983
233
$1.05M 0.09%
28,195
+2,940
234
$1.04M 0.09%
14,876
+634
235
$1.04M 0.09%
21,434
-11,525
236
$1.04M 0.09%
12,697
-167
237
$1.04M 0.09%
21,886
-211
238
$1.04M 0.09%
+39,392
239
$1.03M 0.09%
7,758
+460
240
$1.03M 0.08%
41,233
-16,090
241
$1.03M 0.08%
9,121
+671
242
$1.02M 0.08%
18,287
-1,438
243
$1.02M 0.08%
16,658
+197
244
$1.02M 0.08%
7,575
-789
245
$1.02M 0.08%
30,010
-768
246
$1.01M 0.08%
15,233
+5,247
247
$1.01M 0.08%
59,986
+11,413
248
$1.01M 0.08%
7,235
+1,015
249
$1.01M 0.08%
2,140
+109
250
$1.01M 0.08%
35,900
-4,000
8 9
10
11 12