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
301
$1.71M 0.06%
21,053
+1,928
302
$1.71M 0.06%
36,372
+3,679
303
$1.7M 0.06%
3,511
-176
304
$1.69M 0.06%
23,124
+196
305
$1.69M 0.06%
24,112
+1,862
306
$1.68M 0.06%
10,176
+4,881
307
$1.67M 0.06%
90,308
+49,262
308
$1.67M 0.06%
7,409
+5,345
309
$1.66M 0.06%
28,825
+12,258
310
$1.65M 0.06%
38,385
+12,925
311
$1.64M 0.06%
9,399
-1,227
312
$1.63M 0.06%
38,498
+5,994
313
$1.61M 0.06%
21,057
+3,661
314
$1.59M 0.06%
32,478
+16,544
315
$1.59M 0.05%
76,741
-6,196
316
$1.59M 0.05%
20,062
-123,037
317
$1.57M 0.05%
37,431
-4,989
318
$1.57M 0.05%
16,037
+3,763
319
$1.57M 0.05%
2,768
+580
320
$1.56M 0.05%
33,904
-10,015
321
$1.56M 0.05%
16,712
+419
322
$1.55M 0.05%
29,814
+9,957
323
$1.55M 0.05%
43,394
+4,761
324
$1.55M 0.05%
5,354
+663
325
$1.54M 0.05%
23,675
+13,043
11 12
13
14 15