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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.69%
9,995
-477
27
$1.49M 0.67%
14,308
+710
28
$1.49M 0.67%
40,920
+8,710
29
$1.49M 0.67%
27,308
+1,880
30
$1.48M 0.66%
28,344
+12,190
31
$1.37M 0.62%
18,137
+14,460
32
$1.33M 0.6%
30,403
-323
33
$1.31M 0.59%
65,747
-8,820
34
$1.31M 0.59%
13,214
+11,764
35
$1.31M 0.59%
10,575
+1,956
36
$1.29M 0.58%
58,932
+9,700
37
$1.29M 0.58%
3,938
+3,036
38
$1.25M 0.56%
3,520
+1,243
39
$1.25M 0.56%
5,955
+4,997
40
$1.22M 0.55%
3,914
+1,287
41
$1.15M 0.52%
22,133
-758
42
$1.14M 0.51%
10,716
+8,608
43
$1.13M 0.51%
8,174
-59
44
$1.12M 0.5%
15,155
+14,861
45
$1.1M 0.49%
5,352
+4,540
46
$1.07M 0.48%
7,503
+5,253
47
$1.07M 0.48%
14,541
+12,431
48
$1.07M 0.48%
239,569
+128,614
49
$1.05M 0.47%
2,473
+2,437
50
$1.04M 0.47%
62,555
+52,506
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