AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
This Quarter Return
+4.56%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$517M
AUM Growth
+$517M
(+40%)
Cap. Flow
+$139M
Cap. Flow
% of AUM
26.95%
Top 10 Holdings %
Top 10 Hldgs %
34%
Holding
383
New
185
Increased
100
Reduced
48
Closed
48
Top Buys
| 1 |
Apple
AAPL
|
$13.7M |
| 2 |
Amazon
AMZN
|
$8.81M |
| 3 |
Tesla
TSLA
|
$7.3M |
| 4 |
Invesco QQQ Trust
QQQ
|
$7.05M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.74M |
Top Sells
| 1 |
iShares Expanded Tech Sector ETF
IGM
|
$11.6M |
| 2 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$10.8M |
| 3 |
PepsiCo
PEP
|
$7.96M |
| 4 |
Mondelez International
MDLZ
|
$7.42M |
| 5 |
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% |
