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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$418K 0.03%
8,348
-169
502
$415K 0.03%
3,880
+413
503
$411K 0.03%
+9,663
504
$409K 0.03%
20,500
505
$405K 0.03%
+2,955
506
$403K 0.03%
3,835
-2,302
507
$402K 0.03%
3,041
+40
508
$401K 0.03%
6,546
+91
509
$399K 0.03%
11,906
+2,386
510
$399K 0.03%
3,772
-426
511
$399K 0.03%
3,600
-245
512
$396K 0.03%
+21,913
513
$396K 0.03%
2,272
-2
514
$392K 0.03%
109,517
+461
515
$391K 0.03%
3,136
-327
516
$386K 0.03%
4,011
+51
517
$386K 0.03%
651
+213
518
$385K 0.03%
6,893
+263
519
$384K 0.03%
3,156
+1,037
520
$383K 0.03%
+7,173
521
$383K 0.03%
12,581
+2,891
522
$382K 0.03%
+19,337
523
$381K 0.03%
2,583
+300
524
$381K 0.03%
36,775
+19,400
525
$381K 0.03%
1,659
+162
19 20
21
22 23