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
376
$1.28M 0.04%
8,983
+3,655
377
$1.28M 0.04%
10,500
+935
378
$1.27M 0.04%
5,897
+4,654
379
$1.26M 0.04%
133,860
-6,202
380
$1.26M 0.04%
71,237
+3,304
381
$1.25M 0.04%
9,505
-742
382
$1.25M 0.04%
20,165
-4,586
383
$1.24M 0.04%
84,146
-21,099
384
$1.23M 0.04%
35,700
385
$1.23M 0.04%
474
+79
386
$1.22M 0.04%
37,493
-14,414
387
$1.22M 0.04%
25,555
+661
388
$1.22M 0.04%
18,035
+11,998
389
$1.22M 0.04%
22,633
+11,603
390
$1.21M 0.04%
105,843
+4
391
$1.21M 0.04%
38,954
-1,341
392
$1.21M 0.04%
48,514
-6,656
393
$1.2M 0.04%
90,064
-283
394
$1.2M 0.04%
20,129
+6,295
395
$1.2M 0.04%
20,723
+9,111
396
$1.2M 0.04%
69,064
-4,822
397
$1.2M 0.04%
+15,384
398
$1.19M 0.04%
19,407
+7,101
399
$1.18M 0.04%
55,685
+297
400
$1.18M 0.04%
26,749
14 15
16
17 18