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
676
$217K 0.02%
+542
677
$217K 0.02%
+3,106
678
$217K 0.02%
+3,771
679
$217K 0.02%
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680
$217K 0.02%
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681
$217K 0.02%
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682
$216K 0.02%
+2,344
683
$215K 0.02%
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684
$215K 0.02%
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685
$215K 0.02%
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686
$214K 0.02%
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-324
687
$214K 0.02%
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688
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689
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690
$212K 0.02%
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691
$210K 0.02%
1,260
-165,560
692
$208K 0.02%
+3,127
693
$208K 0.02%
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694
$208K 0.02%
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695
$205K 0.02%
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696
$205K 0.02%
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697
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698
$205K 0.02%
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699
$205K 0.02%
516
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700
$205K 0.02%
+1,104
26 27
28
29 30