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
351
$782K 0.06%
+12,849
352
$779K 0.06%
+28,923
353
$776K 0.06%
8,724
+4,455
354
$770K 0.06%
7,061
+5,172
355
$765K 0.06%
365
-44
356
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5,453
+2,392
357
$757K 0.06%
24,121
+15,872
358
$756K 0.06%
12,298
+2,028
359
$755K 0.06%
1,233
+707
360
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+12,789
361
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14,494
+135
362
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+35,369
363
$749K 0.06%
+12,638
364
$747K 0.06%
15,558
+1,362
365
$744K 0.06%
2,815
+841
366
$740K 0.06%
2,776
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367
$738K 0.06%
3,189
+1,530
368
$737K 0.06%
5,682
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369
$734K 0.05%
+2,087
370
$731K 0.05%
+12,850
371
$727K 0.05%
+13,663
372
$726K 0.05%
3,314
+92
373
$726K 0.05%
2,941
+149
374
$726K 0.05%
+13,076
375
$723K 0.05%
6,278
+2,219
13 14
15
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