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
326
$1.54M 0.05%
18,048
+4,787
327
$1.54M 0.05%
9,574
+1,903
328
$1.52M 0.05%
42,919
+5,902
329
$1.49M 0.05%
15,586
+142
330
$1.49M 0.05%
9,311
+1,754
331
$1.49M 0.05%
74,684
-5,428
332
$1.49M 0.05%
4,797
+279
333
$1.49M 0.05%
58,727
-1,602
334
$1.48M 0.05%
8,760
-200
335
$1.48M 0.05%
3,128
+1,206
336
$1.47M 0.05%
23,988
+5,491
337
$1.47M 0.05%
24,976
+6,932
338
$1.47M 0.05%
36,419
+2,491
339
$1.46M 0.05%
8,372
+1,859
340
$1.46M 0.05%
45,976
+6,776
341
$1.46M 0.05%
10,088
-2,142
342
$1.45M 0.05%
72,159
+2,452
343
$1.44M 0.05%
12,615
+5,011
344
$1.44M 0.05%
3,142
+118
345
$1.43M 0.05%
21,521
-273
346
$1.43M 0.05%
7,672
+2,328
347
$1.42M 0.05%
12,920
+1,426
348
$1.41M 0.05%
6,277
+165
349
$1.4M 0.05%
10,500
+2,028
350
$1.39M 0.05%
20,551
+8,235
12 13
14
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