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
626
$255K 0.02%
969
+78
627
$254K 0.02%
+7,781
628
$252K 0.02%
+4,636
629
$251K 0.02%
+1,408
630
$250K 0.02%
+4,256
631
$249K 0.02%
2,068
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632
$249K 0.02%
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633
$248K 0.02%
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634
$248K 0.02%
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635
$247K 0.02%
+6,985
636
$247K 0.02%
880
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637
$246K 0.02%
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638
$246K 0.02%
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639
$245K 0.02%
+9,628
640
$244K 0.02%
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641
$243K 0.02%
+3,976
642
$242K 0.02%
+10,905
643
$242K 0.02%
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644
$241K 0.02%
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645
$240K 0.02%
3,400
+450
646
$240K 0.02%
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647
$239K 0.02%
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648
$237K 0.02%
14,681
+316
649
$236K 0.02%
+1,335
650
$235K 0.02%
802
-31
24 25
26
27 28