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 7.47%
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
26
$20.3M 0.7%
187,465
+31,719
27
$20.1M 0.7%
58,094
+15,231
28
$19.9M 0.69%
851,205
+374,292
29
$19.6M 0.68%
175,430
+38,800
30
$19.5M 0.67%
78,534
+13,942
31
$18.9M 0.65%
133,799
+24,367
32
$17.4M 0.6%
638,685
+206,545
33
$17.3M 0.6%
26,179
+6,058
34
$17.2M 0.6%
32,756
+10,828
35
$16.6M 0.57%
92,393
+30,104
36
$16.1M 0.56%
778,138
+242,344
37
$15.5M 0.54%
99,023
+24,129
38
$15.5M 0.53%
325,882
+48,900
39
$15.1M 0.52%
62,283
+19,122
40
$15M 0.52%
267,398
+56,805
41
$14.8M 0.51%
56,775
+20,008
42
$14.1M 0.49%
59,358
+14,396
43
$13.9M 0.48%
128,151
+33,871
44
$13.4M 0.46%
+238,063
45
$13.4M 0.46%
37,782
+11,346
46
$13.2M 0.45%
131,620
+22,405
47
$13M 0.45%
168,298
+141,945
48
$12.2M 0.42%
83,152
+20,449
49
$11.8M 0.41%
27,735
+8,513
50
$11.1M 0.38%
58,787
+1,923
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