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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$8.97M
4
AAPL icon
Apple
AAPL
+$7.98M
5
MDLZ icon
Mondelez International
MDLZ
+$7.81M

Top Sells

1
+$4.99M
2
+$3.22M
3
+$1.72M
4
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 0.86%
8,485
+267
27
$2.99M 0.81%
+4,149
28
$2.98M 0.81%
156,756
+39,628
29
$2.75M 0.75%
57,321
+49,869
30
$2.59M 0.7%
+25,483
31
$2.59M 0.7%
+14,902
32
$2.59M 0.7%
51,999
+20,711
33
$2.53M 0.69%
+26,639
34
$2.49M 0.67%
21,231
-11,078
35
$2.47M 0.67%
11,618
+9,260
36
$2.46M 0.67%
+10,992
37
$2.45M 0.66%
+67,912
38
$2.29M 0.62%
14,278
+11,624
39
$2.27M 0.61%
36,512
-11,665
40
$2.25M 0.61%
25,643
-10,370
41
$2.23M 0.61%
32,355
-3,327
42
$2.2M 0.6%
18,585
+2,348
43
$2.17M 0.59%
38,617
-9,295
44
$2.02M 0.55%
5,385
+2,589
45
$2.01M 0.54%
34,162
+29,123
46
$1.98M 0.54%
64,739
-19,632
47
$1.75M 0.48%
4,911
+3,552
48
$1.75M 0.47%
19,980
+7,860
49
$1.74M 0.47%
31,665
+25,458
50
$1.73M 0.47%
+31,752
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