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
576
$301K 0.02%
1,653
+163
577
$300K 0.02%
+5,758
578
$298K 0.02%
+7,915
579
$298K 0.02%
2,204
+132
580
$298K 0.02%
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581
$296K 0.02%
5,433
-569
582
$295K 0.02%
+6,848
583
$293K 0.02%
+14,982
584
$292K 0.02%
491
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585
$290K 0.02%
30,273
-201
586
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+4,766
587
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588
$287K 0.02%
1,404
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589
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590
$285K 0.02%
+7,816
591
$284K 0.02%
+1,142
592
$284K 0.02%
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593
$283K 0.02%
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594
$282K 0.02%
7,760
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595
$282K 0.02%
11,006
596
$281K 0.02%
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597
$280K 0.02%
+7,166
598
$280K 0.02%
+4,635
599
$279K 0.02%
+4,771
600
$277K 0.02%
2,094
+702
22 23
24
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