AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
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
+$24.4M
2
+$11.4M
3
+$5.71M
4
ET icon
Energy Transfer Partners
ET
+$4.15M
5
AAPL icon
Apple
AAPL
+$3.86M

Top Sells

1
+$17.4M
2
+$11M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M

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
451
$488K 0.04%
4,008
+120
452
$486K 0.04%
4,416
-9,970
453
$485K 0.04%
13,575
-6,919
454
$484K 0.04%
15,013
-2,864
455
$481K 0.04%
9,964
+6,595
456
$481K 0.04%
20,601
-4,262
457
$481K 0.04%
2,438
-47
458
$478K 0.04%
9,708
+4,880
459
$474K 0.04%
20,981
+7,591
460
$473K 0.04%
12,276
-2,900
461
$473K 0.04%
12,168
-6,768
462
$472K 0.04%
5,762
+2,834
463
$471K 0.04%
3,251
+45
464
$470K 0.04%
7,115
465
$470K 0.04%
5,772
-72
466
$468K 0.04%
+18,611
467
$467K 0.04%
8,671
+2,587
468
$466K 0.04%
2,826
+440
469
$464K 0.04%
14,200
-7,200
470
$464K 0.04%
58,213
471
$463K 0.04%
+3,067
472
$462K 0.04%
10,958
-486
473
$459K 0.04%
9,687
-670
474
$459K 0.04%
2,051
+248
475
$458K 0.04%
7,534
+926
17 18
19
20 21