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
576
$672K 0.02%
+10,636
577
$667K 0.02%
9,240
+2,638
578
$665K 0.02%
4,447
+2,482
579
$664K 0.02%
32,016
-4,253
580
$661K 0.02%
20,740
+5,284
581
$651K 0.02%
+6,396
582
$651K 0.02%
18,110
+6,186
583
$648K 0.02%
19,345
-349
584
$646K 0.02%
17,876
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585
$646K 0.02%
2,790
-78
586
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587
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3,501
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588
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589
$623K 0.02%
+7,665
590
$621K 0.02%
21,995
-2,200
591
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25,656
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19,482
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593
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+2,191
594
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24,011
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595
$610K 0.02%
2,350
-131
596
$604K 0.02%
+1,054
597
$601K 0.02%
16,500
598
$601K 0.02%
+13,005
599
$598K 0.02%
+7,382
600
$598K 0.02%
48,832
+11,565
22 23
24
25 26