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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.73M 0.65%
+80,867
27
$8.57M 0.64%
143,260
+49,776
28
$8.25M 0.62%
38,066
+9,577
29
$8.05M 0.6%
277,850
+75,138
30
$7.65M 0.57%
49,412
+15,628
31
$7.35M 0.55%
87,833
+38,658
32
$7.31M 0.55%
26,665
+17,085
33
$7.09M 0.53%
138,613
+40,543
34
$7.04M 0.53%
105,740
+16,110
35
$6.9M 0.52%
60,502
+11,773
36
$6.55M 0.49%
70,196
+34,618
37
$6.54M 0.49%
39,981
+23,357
38
$6.54M 0.49%
24,379
+8,326
39
$6.44M 0.48%
125,059
+69,427
40
$6.4M 0.48%
79,135
+30,062
41
$6.05M 0.45%
556,346
+541,611
42
$5.97M 0.45%
6,522
+737
43
$5.95M 0.44%
23,636
+13,624
44
$5.83M 0.44%
112,118
+63,689
45
$5.76M 0.43%
44,535
+8,606
46
$5.72M 0.43%
42,235
+17,668
47
$5.71M 0.43%
90,072
+52,764
48
$5.58M 0.42%
92,710
+6,410
49
$5.43M 0.41%
26,056
+14,766
50
$5.43M 0.41%
8,138
+1,685
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