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
451
$529K 0.04%
2,519
+86
452
$528K 0.04%
+8,021
453
$526K 0.04%
+2,412
454
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455
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456
$520K 0.04%
6,054
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457
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+2,943
458
$514K 0.04%
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459
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+9,410
460
$510K 0.04%
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461
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462
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463
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464
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465
$493K 0.04%
7,394
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466
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31,364
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467
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468
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3,029
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471
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473
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11,436
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474
$463K 0.03%
+7,750
475
$462K 0.03%
2,651
-51
17 18
19
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