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
251
$994K 0.08%
20,774
+108
252
$992K 0.08%
39,143
-41,942
253
$992K 0.08%
18,086
+966
254
$992K 0.08%
14,585
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255
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59,164
-6,629
256
$985K 0.08%
19,940
-400
257
$984K 0.08%
11,909
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258
$982K 0.08%
11,354
+1,119
259
$979K 0.08%
3,632
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260
$972K 0.08%
21,195
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261
$959K 0.08%
6,468
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262
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3,785
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263
$954K 0.08%
37,730
-3,965
264
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4,272
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265
$946K 0.08%
3,904
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266
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1,362
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269
$933K 0.08%
43,990
-1,186
270
$932K 0.08%
8,886
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271
$931K 0.08%
13,951
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272
$921K 0.08%
5,614
+147
273
$916K 0.08%
36,300
-800
274
$915K 0.08%
12,311
+778
275
$912K 0.08%
+18,952
9 10
11
12 13