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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$280K 0.02%
+9,381
627
$279K 0.02%
+1,054
628
$279K 0.02%
7,310
+2,915
629
$278K 0.02%
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630
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631
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3,536
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632
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633
$276K 0.02%
6,270
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634
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8,845
635
$274K 0.02%
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-17
636
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637
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+11,345
639
$270K 0.02%
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640
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11,700
641
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8,285
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642
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646
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5,340
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647
$262K 0.02%
33,989
648
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+5,103
649
$259K 0.02%
+9,047
650
$257K 0.02%
21,721
24 25
26
27 28