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
401
$639K 0.05%
16,852
-152
402
$639K 0.05%
+5,211
403
$639K 0.05%
58,213
404
$638K 0.05%
+4,646
405
$637K 0.05%
+67,155
406
$631K 0.05%
+6,558
407
$619K 0.05%
+7,676
408
$619K 0.05%
4,750
+899
409
$611K 0.05%
+27,819
410
$611K 0.05%
+12,227
411
$611K 0.05%
2,766
+385
412
$610K 0.05%
5,423
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413
$608K 0.05%
+17,997
414
$601K 0.04%
4,085
+228
415
$599K 0.04%
15,319
+1,766
416
$598K 0.04%
3,157
+1,288
417
$593K 0.04%
10,187
+6,401
418
$586K 0.04%
+10,892
419
$584K 0.04%
8,687
-171
420
$583K 0.04%
+35,050
421
$582K 0.04%
+6,314
422
$579K 0.04%
2,687
+136
423
$579K 0.04%
6,036
-422
424
$578K 0.04%
+7,480
425
$573K 0.04%
4,270
+124
15 16
17
18 19