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
701
$204K 0.02%
+20,000
702
$203K 0.02%
469
-45
703
$203K 0.02%
+12,400
704
$202K 0.02%
+1,392
705
$201K 0.02%
+3,611
706
$201K 0.02%
+5,651
707
$200K 0.01%
7,198
+2,915
708
$200K 0.01%
+3,352
709
$194K 0.01%
33,409
710
$192K 0.01%
10,906
+687
711
$191K 0.01%
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712
$190K 0.01%
153
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713
$190K 0.01%
+13,796
714
$189K 0.01%
+10,314
715
$188K 0.01%
12,716
716
$187K 0.01%
+14,195
717
$179K 0.01%
11,917
-350
718
$179K 0.01%
+10,000
719
$179K 0.01%
604
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720
$173K 0.01%
+21,538
721
$172K 0.01%
11,086
-4
722
$167K 0.01%
+3,200
723
$167K 0.01%
+25,000
724
$161K 0.01%
+2,541
725
$154K 0.01%
10,580
-1,050
27 28
29
30 31