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
251
$339K 0.07%
+5,196
252
$338K 0.07%
4,878
-5,881
253
$337K 0.07%
+5,545
254
$336K 0.06%
3,805
-549
255
$334K 0.06%
+1,455
256
$326K 0.06%
+1,321
257
$326K 0.06%
+4,250
258
$324K 0.06%
+4,905
259
$317K 0.06%
+3,983
260
$314K 0.06%
+1,866
261
$314K 0.06%
+4,241
262
$312K 0.06%
+3,642
263
$311K 0.06%
1,555
-3,070
264
$309K 0.06%
+10,378
265
$302K 0.06%
+1,520
266
$298K 0.06%
+1,737
267
$293K 0.06%
+5,727
268
$292K 0.06%
+1,694
269
$292K 0.06%
13,803
+1,944
270
$290K 0.06%
6,141
-4,412
271
$289K 0.06%
+5,446
272
$289K 0.06%
+7,832
273
$289K 0.06%
+7,008
274
$287K 0.06%
+2,031
275
$286K 0.06%
+2,279
9 10
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