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
626
$541K 0.02%
1,748
627
$539K 0.02%
20,646
+4,376
628
$527K 0.02%
3,711
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$527K 0.02%
7,315
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630
$527K 0.02%
+3,121
631
$524K 0.02%
8,913
+1,864
632
$523K 0.02%
6,867
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633
$521K 0.02%
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634
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635
$519K 0.02%
17,263
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636
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12,590
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637
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639
$511K 0.02%
4,729
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640
$510K 0.02%
23,413
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642
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11,642
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$508K 0.02%
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$505K 0.02%
17,076
-74
646
$504K 0.02%
10,130
+75
647
$503K 0.02%
58,681
+2,212
648
$502K 0.02%
9,305
-491
649
$502K 0.02%
+9,830
650
$501K 0.02%
8,192
+1,265
24 25
26
27 28