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
251
$1.14M 0.08%
+6,303
252
$1.13M 0.08%
36,605
+15,462
253
$1.13M 0.08%
+23,660
254
$1.12M 0.08%
10,291
+4,356
255
$1.12M 0.08%
52,946
-7,931
256
$1.11M 0.08%
4,841
+1,887
257
$1.11M 0.08%
18,907
+12,339
258
$1.1M 0.08%
+24,158
259
$1.09M 0.08%
+2,539
260
$1.09M 0.08%
6,474
+2,088
261
$1.09M 0.08%
12,786
+8,742
262
$1.08M 0.08%
+12,701
263
$1.08M 0.08%
11,619
+6,777
264
$1.07M 0.08%
10,897
+2,815
265
$1.06M 0.08%
+13,063
266
$1.04M 0.08%
+34,200
267
$1.02M 0.08%
29,226
-1,108
268
$1.02M 0.08%
36,702
+888
269
$1.02M 0.08%
4,344
+2,738
270
$1.01M 0.08%
+12,643
271
$1.01M 0.08%
41,442
+1,677
272
$1.01M 0.08%
5,140
+1,190
273
$1.01M 0.08%
10,402
+453
274
$1.01M 0.08%
46,965
275
$1M 0.08%
2,574
+1,617
9 10
11
12 13