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
601
$272K 0.02%
+2,709
602
$272K 0.02%
+1,200
603
$272K 0.02%
+35,128
604
$271K 0.02%
+7,000
605
$271K 0.02%
1,747
+224
606
$270K 0.02%
823
+215
607
$268K 0.02%
+9,932
608
$268K 0.02%
+5,477
609
$267K 0.02%
+1,620
610
$267K 0.02%
1,669
+393
611
$267K 0.02%
8,531
+928
612
$266K 0.02%
+3,720
613
$264K 0.02%
+11,380
614
$264K 0.02%
2,600
615
$262K 0.02%
+8,710
616
$262K 0.02%
+2,259
617
$261K 0.02%
2,228
-11,640
618
$260K 0.02%
7,450
-150
619
$260K 0.02%
+9,127
620
$259K 0.02%
2,166
+47
621
$258K 0.02%
+2,907
622
$257K 0.02%
+9,700
623
$256K 0.02%
+1,021
624
$255K 0.02%
+6,191
625
$255K 0.02%
+18,035
23 24
25
26 27