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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$592K 0.05%
+13,157
402
$591K 0.05%
4,344
-542
403
$590K 0.05%
2,757
+505
404
$584K 0.05%
+10,276
405
$581K 0.05%
9,166
+841
406
$581K 0.05%
4,736
-25
407
$579K 0.05%
11,984
+777
408
$578K 0.05%
26,784
-2,371
409
$573K 0.05%
2,328
+257
410
$572K 0.05%
2,596
+69
411
$565K 0.05%
11,147
-6,717
412
$562K 0.05%
21,702
-670
413
$561K 0.05%
6,355
+1,042
414
$556K 0.05%
1,529
-53
415
$553K 0.05%
+16,850
416
$552K 0.05%
+8,908
417
$551K 0.05%
17,738
418
$548K 0.05%
+11,781
419
$548K 0.05%
2,593
-69
420
$547K 0.05%
4,952
+149
421
$546K 0.05%
3,676
-219
422
$546K 0.05%
+10,922
423
$542K 0.04%
1,704
+222
424
$541K 0.04%
8,079
-9,300
425
$537K 0.04%
6,766
-546
15 16
17
18 19