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
276
$1.88M 0.06%
57,934
+2,170
277
$1.87M 0.06%
17,928
-237
278
$1.87M 0.06%
82,384
-8,337
279
$1.87M 0.06%
9,394
+4,654
280
$1.87M 0.06%
148,908
+15,473
281
$1.85M 0.06%
78,200
-1,000
282
$1.85M 0.06%
51,249
+4,454
283
$1.84M 0.06%
16,833
+36
284
$1.83M 0.06%
72,903
+2,562
285
$1.82M 0.06%
50,205
+5
286
$1.82M 0.06%
26,970
+4,499
287
$1.81M 0.06%
9,116
+1,312
288
$1.81M 0.06%
55,300
289
$1.8M 0.06%
23,197
+710
290
$1.8M 0.06%
12,120
+4,038
291
$1.8M 0.06%
20,771
+1,426
292
$1.79M 0.06%
20,287
+11,393
293
$1.78M 0.06%
13,857
+6,893
294
$1.76M 0.06%
8,702
-232
295
$1.76M 0.06%
6,448
-1,564
296
$1.74M 0.06%
4,451
+1,499
297
$1.73M 0.06%
46,776
+6,080
298
$1.73M 0.06%
+11,802
299
$1.72M 0.06%
33,616
+8,794
300
$1.72M 0.06%
200,800
10 11
12
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