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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$286K 0.06%
+2,033
277
$285K 0.06%
+2,912
278
$283K 0.05%
+4,377
279
$280K 0.05%
+1,774
280
$276K 0.05%
+3,578
281
$274K 0.05%
+2,592
282
$274K 0.05%
2,344
+526
283
$273K 0.05%
+6,063
284
$273K 0.05%
+5,977
285
$272K 0.05%
+4,000
286
$268K 0.05%
+997
287
$267K 0.05%
+3,575
288
$263K 0.05%
2,354
-207
289
$262K 0.05%
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-5,019
290
$261K 0.05%
1,141
-9,851
291
$261K 0.05%
1,216
-278
292
$260K 0.05%
+17,500
293
$258K 0.05%
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294
$256K 0.05%
1,407
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295
$254K 0.05%
+7,970
296
$253K 0.05%
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297
$252K 0.05%
+1,216
298
$251K 0.05%
+2,006
299
$250K 0.05%
7,193
-4,518
300
$249K 0.05%
+887
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