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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-188
277
– –
-3,313
278
– –
-20
279
– –
-101
280
– –
-57
281
– –
-478
282
– –
-132
283
– –
-165
284
– –
-500
285
– –
-1
286
– –
-2
287
– –
-5
288
– –
-889
289
– –
-156
290
– –
-121
291
– –
-8
292
– –
-203
293
– –
-40
294
– –
-11
295
– –
-211
296
– –
-1,554
297
– –
-436
298
– –
-19
299
– –
-2,807
300
– –
-200
10 11
12
13 14