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
376
$722K 0.05%
+19,105
377
$722K 0.05%
29,689
+18,392
378
$714K 0.05%
4,209
-602
379
$714K 0.05%
4,690
+3,743
380
$713K 0.05%
+16,028
381
$713K 0.05%
10,717
+4,035
382
$712K 0.05%
2,533
+216
383
$697K 0.05%
25,000
+7,000
384
$697K 0.05%
3,890
-422
385
$693K 0.05%
+16,700
386
$691K 0.05%
8,215
+2,081
387
$689K 0.05%
2,148
+1,363
388
$686K 0.05%
+4,236
389
$682K 0.05%
58,215
-10,313
390
$680K 0.05%
10,455
+431
391
$680K 0.05%
2,648
+34
392
$679K 0.05%
1,448
+50
393
$675K 0.05%
+25,582
394
$668K 0.05%
985
-247
395
$659K 0.05%
5,479
+2,960
396
$658K 0.05%
20,476
-32
397
$656K 0.05%
+18,248
398
$644K 0.05%
+1,663
399
$643K 0.05%
+46,763
400
$641K 0.05%
+19,038
14 15
16
17 18