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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1M 0.08%
13,715
+6,845
277
$1M 0.07%
7,676
+660
278
$999K 0.07%
+47,167
279
$999K 0.07%
13,780
+8,668
280
$998K 0.07%
+4,415
281
$997K 0.07%
+33,115
282
$996K 0.07%
18,586
+1,321
283
$995K 0.07%
38,200
+3,000
284
$988K 0.07%
16,778
+12,831
285
$987K 0.07%
+22,413
286
$982K 0.07%
5,584
+2,400
287
$969K 0.07%
+13,470
288
$968K 0.07%
37,350
+3,000
289
$967K 0.07%
3,786
+2,200
290
$965K 0.07%
20,220
+600
291
$965K 0.07%
2,105
+1,373
292
$957K 0.07%
5,686
+835
293
$952K 0.07%
5,895
+1,308
294
$947K 0.07%
5,790
+1,906
295
$946K 0.07%
+30,500
296
$943K 0.07%
393
+217
297
$934K 0.07%
+8,438
298
$934K 0.07%
3,841
+51
299
$926K 0.07%
+31,775
300
$925K 0.07%
+27,800
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