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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.81%
+29,582
27
$4.15M 0.8%
14,083
+9,099
28
$3.74M 0.72%
16,766
+9,633
29
$3.68M 0.71%
35,620
+15,640
30
$3.64M 0.7%
10,317
+6,798
31
$3.6M 0.7%
175,398
+18,642
32
$3.56M 0.69%
219,216
+171,040
33
$3.47M 0.67%
74,870
+52,020
34
$3.3M 0.64%
39,090
+13,447
35
$3.12M 0.6%
60,000
+32,940
36
$3.11M 0.6%
+47,802
37
$3.09M 0.6%
29,980
+10,900
38
$3.06M 0.59%
20,775
-8,334
39
$2.97M 0.57%
8,343
+3,432
40
$2.94M 0.57%
92,636
+27,897
41
$2.91M 0.56%
+42,024
42
$2.83M 0.55%
+38,028
43
$2.82M 0.54%
+11,595
44
$2.75M 0.53%
6,017
+4,477
45
$2.49M 0.48%
11,125
-11,887
46
$2.42M 0.47%
44,160
+5,543
47
$2.42M 0.47%
14,711
-11,407
48
$2.4M 0.46%
+44,766
49
$2.23M 0.43%
9,168
+5,079
50
$2.11M 0.41%
9,869
+4,297
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