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
351
$1.36M 0.05%
25,803
+883
352
$1.36M 0.05%
54,177
+1,089
353
$1.36M 0.05%
13,152
+1,779
354
$1.35M 0.05%
31,745
+15,832
355
$1.35M 0.05%
33,200
356
$1.34M 0.05%
5,498
+1,763
357
$1.34M 0.05%
2,678
+139
358
$1.34M 0.05%
63,521
+8,387
359
$1.33M 0.05%
2,605
+1,106
360
$1.33M 0.05%
9,127
+4,972
361
$1.32M 0.05%
38,000
362
$1.32M 0.05%
13,050
+7,990
363
$1.32M 0.05%
43,216
-2,516
364
$1.31M 0.05%
12,631
+8,529
365
$1.31M 0.05%
14,338
+4,545
366
$1.3M 0.04%
11,653
+4,472
367
$1.3M 0.04%
16,783
-752
368
$1.3M 0.04%
9,638
+731
369
$1.29M 0.04%
4,994
+3,990
370
$1.29M 0.04%
11,931
+2,150
371
$1.29M 0.04%
47,708
+6,304
372
$1.28M 0.04%
8,185
+1,794
373
$1.28M 0.04%
16,196
+2,735
374
$1.28M 0.04%
53,039
-23,170
375
$1.28M 0.04%
+6,468
13 14
15
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