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
401
$1.17M 0.04%
96,338
-6,565
402
$1.17M 0.04%
32,937
+11,793
403
$1.15M 0.04%
31,394
+1,992
404
$1.15M 0.04%
5,090
+2,620
405
$1.14M 0.04%
3,645
+645
406
$1.14M 0.04%
32,769
+7,257
407
$1.14M 0.04%
15,258
+1,786
408
$1.13M 0.04%
54,868
-356
409
$1.13M 0.04%
17,504
-107
410
$1.13M 0.04%
1,287
+314
411
$1.13M 0.04%
17,014
+7,851
412
$1.12M 0.04%
21,903
+13,012
413
$1.12M 0.04%
29,835
-475
414
$1.12M 0.04%
8,251
-295
415
$1.12M 0.04%
12,872
+6,858
416
$1.11M 0.04%
917
+161
417
$1.11M 0.04%
4,941
+823
418
$1.11M 0.04%
25,621
+6,424
419
$1.1M 0.04%
33,700
420
$1.09M 0.04%
1,320
-33
421
$1.09M 0.04%
8,018
+4,384
422
$1.09M 0.04%
41,733
+6,426
423
$1.09M 0.04%
7,084
+800
424
$1.09M 0.04%
7,730
+2,900
425
$1.08M 0.04%
59,992
+3,949
15 16
17
18 19