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 7.48%
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
501
$848K 0.03%
14,712
+5,810
502
$845K 0.03%
11,193
+4,675
503
$845K 0.03%
22,245
-3,540
504
$840K 0.03%
8,753
+6,106
505
$840K 0.03%
11,241
+1,026
506
$837K 0.03%
16,890
-2,922
507
$836K 0.03%
3,642
+1,003
508
$836K 0.03%
+5,157
509
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2,332
+8
510
$831K 0.03%
7,108
+4,478
511
$831K 0.03%
26,874
+4,803
512
$829K 0.03%
17,162
-857
513
$826K 0.03%
165,528
-927
514
$823K 0.03%
4,321
+976
515
$822K 0.03%
6,273
+2,949
516
$822K 0.03%
22,222
+10,389
517
$821K 0.03%
+22,189
518
$819K 0.03%
14,658
+9,924
519
$810K 0.03%
11,851
-8
520
$808K 0.03%
50,926
+25,186
521
$807K 0.03%
6,892
+4,542
522
$807K 0.03%
+4,045
523
$806K 0.03%
22,168
-1,832
524
$805K 0.03%
10,408
+3,086
525
$803K 0.03%
10,364
-15,030
19 20
21
22 23