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
601
$597K 0.02%
9,680
+5,827
602
$595K 0.02%
102,948
+5,251
603
$594K 0.02%
2,151
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$592K 0.02%
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+1,482
605
$586K 0.02%
30,970
+15,120
606
$585K 0.02%
+2,055
607
$585K 0.02%
20,100
+1,000
608
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+7,883
609
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610
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2,583
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11,628
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612
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614
$565K 0.02%
12,422
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615
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5,628
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$559K 0.02%
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16,662
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$553K 0.02%
877
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620
$552K 0.02%
66,541
621
$552K 0.02%
+4,398
622
$552K 0.02%
10,990
-104
623
$546K 0.02%
3,171
-61
624
$546K 0.02%
1,550
-74
625
$546K 0.02%
+12,351
23 24
25
26 27