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
426
$1.07M 0.04%
2,692
+1,859
427
$1.07M 0.04%
15,693
+124
428
$1.07M 0.04%
30,912
+11,598
429
$1.06M 0.04%
18,254
+13,536
430
$1.06M 0.04%
18,450
+7,333
431
$1.06M 0.04%
36,441
-1,490
432
$1.05M 0.04%
12,221
-343
433
$1.05M 0.04%
20,473
-1,583
434
$1.05M 0.04%
11,777
+1,227
435
$1.04M 0.04%
4,729
+2,632
436
$1.04M 0.04%
25,663
+2,182
437
$1.03M 0.04%
11,972
+8,764
438
$1.03M 0.04%
6,328
+4,918
439
$1.03M 0.04%
15,523
+201
440
$1.03M 0.04%
90,069
+6,697
441
$1.03M 0.04%
15,683
+4,232
442
$1.03M 0.04%
22,088
+1,693
443
$1.03M 0.04%
3,283
+109
444
$1.03M 0.04%
10,390
+7,473
445
$1.02M 0.04%
82,310
-5,372
446
$1.02M 0.04%
+14,534
447
$1.01M 0.04%
16,787
448
$1.01M 0.03%
31,381
+6,788
449
$1M 0.03%
+23,580
450
$1M 0.03%
143
+42
16 17
18
19 20