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
526
$376K 0.03%
24,074
+1,500
527
$376K 0.03%
1,003
+182
528
$374K 0.03%
1,467
+251
529
$372K 0.03%
40,583
-3,400
530
$372K 0.03%
+3,035
531
$369K 0.03%
17,564
+2,221
532
$366K 0.03%
+1,851
533
$365K 0.03%
+788
534
$365K 0.03%
4,190
+217
535
$364K 0.03%
11,888
+1,740
536
$361K 0.03%
553
+154
537
$361K 0.03%
+4,277
538
$361K 0.03%
+4,442
539
$360K 0.03%
4,610
540
$360K 0.03%
+8,731
541
$359K 0.03%
+2,000
542
$358K 0.03%
+3,107
543
$356K 0.03%
+934
544
$353K 0.03%
+5,140
545
$352K 0.03%
8,620
+650
546
$350K 0.03%
+12,700
547
$347K 0.03%
535
-7
548
$346K 0.03%
10,298
+3,009
549
$346K 0.03%
+6,565
550
$345K 0.03%
+3,099
20 21
22
23 24