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
551
$735K 0.03%
14,143
+9,995
552
$732K 0.03%
19,760
+9,145
553
$728K 0.03%
23,105
+11,911
554
$728K 0.03%
10,838
-8,720
555
$726K 0.03%
+8,937
556
$726K 0.03%
14,595
+10,084
557
$724K 0.03%
21,700
558
$724K 0.03%
4,950
+1,411
559
$723K 0.03%
+3,236
560
$723K 0.03%
+27,026
561
$717K 0.02%
616
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562
$714K 0.02%
10,973
-2,808
563
$709K 0.02%
9,083
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564
$705K 0.02%
20,286
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565
$698K 0.02%
17,782
+758
566
$697K 0.02%
8,278
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567
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6,467
+3,526
568
$691K 0.02%
47,162
569
$690K 0.02%
439
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570
$689K 0.02%
+32,584
571
$685K 0.02%
15,353
+117
572
$683K 0.02%
+16,994
573
$680K 0.02%
+3,321
574
$677K 0.02%
26,100
-3,345
575
$672K 0.02%
10,220
-8,720
21 22
23
24 25