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
451
$999K 0.03%
22,870
+5,284
452
$993K 0.03%
19,222
-1,939
453
$993K 0.03%
+37,377
454
$991K 0.03%
15,167
+2,499
455
$988K 0.03%
24,568
+9,669
456
$988K 0.03%
70,911
-3,084
457
$988K 0.03%
22,200
458
$986K 0.03%
28,982
-3,150
459
$985K 0.03%
25,146
+857
460
$977K 0.03%
55,947
-982
461
$976K 0.03%
7,624
-206
462
$976K 0.03%
18,744
+5,872
463
$975K 0.03%
11,416
+323
464
$968K 0.03%
26,008
465
$963K 0.03%
23,655
+2,224
466
$961K 0.03%
+2,920
467
$958K 0.03%
7,373
+3,565
468
$958K 0.03%
7,333
-66
469
$956K 0.03%
4,656
+473
470
$955K 0.03%
16,335
+308
471
$950K 0.03%
6,663
+3,730
472
$944K 0.03%
4,873
+2,652
473
$937K 0.03%
6,881
+3,456
474
$931K 0.03%
36,300
+20,500
475
$929K 0.03%
+41,501
17 18
19
20 21