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
351
– –
-7,160
352
– –
-198,792
353
– –
-31,752
354
– –
-22,854
355
– –
-1,527
356
– –
-881
357
– –
-29,436
358
– –
-9,225
359
– –
-11,257
360
– –
-13,923
361
– –
-12,200
362
– –
-27,274
363
– –
-28,983
364
– –
-7,512
365
– –
-35,963
366
– –
-13,205
367
– –
-2,630
368
– –
-27,619
369
– –
-2,760
370
– –
-15,750
371
– –
-36,622
372
– –
-14,902
373
– –
-28,660
374
– –
-3,483
375
– –
-25,483
12 13 14
15
16