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
251
$2.06M 0.07%
8,465
+5,234
252
$2.05M 0.07%
60,906
-7,324
253
$2.04M 0.07%
38,891
-3,028
254
$2.01M 0.07%
9,329
+2,911
255
$2.01M 0.07%
71,946
-1,407
256
$2.01M 0.07%
33,056
+2,470
257
$2M 0.07%
23,072
+832
258
$2M 0.07%
67,151
-21,775
259
$2M 0.07%
94,409
+1,902
260
$2M 0.07%
72,222
+11,698
261
$1.98M 0.07%
3,836
+384
262
$1.95M 0.07%
11,803
+6,720
263
$1.94M 0.07%
26,902
+2,379
264
$1.93M 0.07%
18,638
+5,752
265
$1.93M 0.07%
20,056
+2,348
266
$1.93M 0.07%
46,884
-4,109
267
$1.92M 0.07%
32,926
+26,497
268
$1.92M 0.07%
17,351
+3,720
269
$1.92M 0.07%
12,047
+3,005
270
$1.91M 0.07%
16,761
-805
271
$1.91M 0.07%
19,123
+1,078
272
$1.91M 0.07%
14,832
+467
273
$1.89M 0.07%
31,707
-3,644
274
$1.88M 0.07%
41,609
-12,940
275
$1.88M 0.07%
4,956
+1,570
9 10
11
12 13