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
$2.89B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$28.5M
3
+$27.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
AAPL icon
Apple
AAPL
+$21.7M

Top Sells

1
+$67.8M
2
+$9.75M
3
+$9.38M
4
ATVI
Activision Blizzard
ATVI
+$1.45M
5
BWIN
Baldwin Insurance Group
BWIN
+$1.21M

Sector Composition

1 Technology 15.4%
2 Financials 7.48%
3 Healthcare 5.75%
4 Consumer Discretionary 5.47%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.35M 0.08%
29,479
+14,407
227
$2.35M 0.08%
10,090
+1,653
228
$2.35M 0.08%
94,680
-378,209
229
$2.35M 0.08%
42,787
+1,024
230
$2.34M 0.08%
17,563
+5,357
231
$2.32M 0.08%
50,838
+12,189
232
$2.3M 0.08%
10,803
+65
233
$2.28M 0.08%
19,832
+5,878
234
$2.27M 0.08%
5,520
+2,285
235
$2.26M 0.08%
15,354
+2,112
236
$2.26M 0.08%
11,745
+9,375
237
$2.25M 0.08%
15,935
+8,250
238
$2.19M 0.08%
80,689
+4,278
239
$2.18M 0.08%
9,915
-41
240
$2.17M 0.07%
94,146
+33,983
241
$2.14M 0.07%
45,500
+3,500
242
$2.14M 0.07%
94,000
-3,000
243
$2.14M 0.07%
15,434
+2,760
244
$2.13M 0.07%
29,427
+5,922
245
$2.13M 0.07%
42,407
+6,426
246
$2.11M 0.07%
23,390
+16,224
247
$2.1M 0.07%
26,800
+770
248
$2.09M 0.07%
56,200
249
$2.08M 0.07%
20,458
+7,795
250
$2.08M 0.07%
21,552
+13,915
8 9
10
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