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
701
$437K 0.02%
14,086
+1,752
702
$437K 0.02%
11,172
+2,004
703
$434K 0.02%
+3,450
704
$433K 0.02%
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705
$433K 0.02%
3,126
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706
$431K 0.01%
4,387
-6
707
$431K 0.01%
22,931
+11,081
708
$429K 0.01%
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2,955
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710
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711
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2,443
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$427K 0.01%
1,400
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10,396
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715
$422K 0.01%
24,828
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716
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717
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719
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1,442
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$418K 0.01%
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721
$416K 0.01%
2,372
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722
$414K 0.01%
12,334
723
$411K 0.01%
4,074
+1,034
724
$408K 0.01%
11,572
+167
725
$407K 0.01%
1,791
-2,223
27 28
29
30 31