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
701
$219K 0.02%
+35,596
702
$217K 0.02%
3,734
-346
703
$217K 0.02%
+7,400
704
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705
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706
$214K 0.02%
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707
$214K 0.02%
17,086
-1,038
708
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3,339
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920
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710
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711
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712
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713
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714
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715
$208K 0.02%
7,535
-17,703
716
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717
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19,074
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722
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2,486
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$198K 0.02%
16,531
+6,036
724
$195K 0.02%
+11,156
725
$193K 0.02%
+67,045
27 28
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