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
326
$846K 0.06%
4,540
+31
327
$842K 0.06%
+23,890
328
$841K 0.06%
+18,663
329
$837K 0.06%
+8,628
330
$836K 0.06%
+14,107
331
$834K 0.06%
1,474
-176
332
$832K 0.06%
7,691
+789
333
$831K 0.06%
5,311
+3,154
334
$829K 0.06%
10,310
+2,126
335
$828K 0.06%
5,960
+2,062
336
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337
$822K 0.06%
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338
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339
$820K 0.06%
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+479
340
$815K 0.06%
9,340
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341
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37,200
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26,900
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343
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12,160
344
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345
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7,515
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346
$804K 0.06%
4,869
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347
$791K 0.06%
11,683
+1,262
348
$790K 0.06%
10,948
+4,389
349
$788K 0.06%
13,563
+6,726
350
$786K 0.06%
463
+3
12 13
14
15 16