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
651
$499K 0.02%
5,487
-4
652
$497K 0.02%
4,085
+1,898
653
$497K 0.02%
1,101
+225
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$496K 0.02%
1,039
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655
$492K 0.02%
10,300
656
$492K 0.02%
118,939
+60,233
657
$492K 0.02%
+11,018
658
$492K 0.02%
29,198
-55,379
659
$492K 0.02%
+3,182
660
$492K 0.02%
486
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661
$491K 0.02%
58,213
662
$487K 0.02%
17,682
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663
$486K 0.02%
5,414
-637
664
$485K 0.02%
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665
$484K 0.02%
20,429
+1,139
666
$483K 0.02%
+45,260
667
$481K 0.02%
14,082
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668
$481K 0.02%
6,224
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669
$480K 0.02%
2,335
+118
670
$479K 0.02%
21,713
+6,996
671
$478K 0.02%
4,496
-266
672
$475K 0.02%
+17,793
673
$473K 0.02%
13,179
674
$472K 0.02%
18,499
+5,099
675
$471K 0.02%
13,121
+5,322
25 26
27
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