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
501
$417K 0.03%
+7,446
502
$417K 0.03%
+3,945
503
$415K 0.03%
+6,088
504
$414K 0.03%
3,151
+471
505
$413K 0.03%
3,482
-2,265
506
$413K 0.03%
+9,602
507
$412K 0.03%
5,245
+2,330
508
$406K 0.03%
+3,894
509
$403K 0.03%
+7,471
510
$403K 0.03%
+22,166
511
$399K 0.03%
+18,039
512
$399K 0.03%
+5,259
513
$396K 0.03%
+5,860
514
$394K 0.03%
46,900
515
$393K 0.03%
799
+170
516
$392K 0.03%
+14,710
517
$391K 0.03%
+16,252
518
$389K 0.03%
+2,568
519
$388K 0.03%
11,856
+5,724
520
$387K 0.03%
3,433
+587
521
$383K 0.03%
17,500
522
$380K 0.03%
3,333
+1,084
523
$378K 0.03%
8,644
+275
524
$378K 0.03%
3,144
+1,230
525
$376K 0.03%
+17,924
19 20
21
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