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
301
– –
-890
302
– –
-107
303
– –
-70
304
– –
-535
305
– –
-1,421
306
– –
-900
307
– –
-1,049
308
– –
-1,135
309
– –
-10
310
– –
-182
311
– –
-55
312
– –
-5
313
– –
-7
314
– –
-381
315
– –
-32
316
– –
-3
317
– –
-22
318
– –
-139
319
– –
-22
320
– –
-10,000
321
– –
-17
322
– –
-180
323
– –
-745
324
– –
-36
325
– –
-98
11 12
13
14 15