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
301
$245K 0.05%
+9,154
302
$244K 0.05%
+15,150
303
$244K 0.05%
+1,831
304
$244K 0.05%
10,800
305
$242K 0.05%
+1,334
306
$239K 0.05%
+2,106
307
$239K 0.05%
+3,149
308
$235K 0.05%
+3,742
309
$229K 0.04%
+471
310
$227K 0.04%
+1,674
311
$224K 0.04%
1,133
-92
312
$223K 0.04%
33,409
+200
313
$220K 0.04%
+4,000
314
$219K 0.04%
+925
315
$218K 0.04%
+692
316
$217K 0.04%
+4,434
317
$217K 0.04%
+3,983
318
$216K 0.04%
+602
319
$214K 0.04%
+2,535
320
$214K 0.04%
+8,000
321
$210K 0.04%
+11,104
322
$210K 0.04%
+804
323
$208K 0.04%
+647
324
$207K 0.04%
+1,600
325
$202K 0.04%
2,105
-24,534
11 12
13
14 15