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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.47%
6,726
+6,404
52
$1.03M 0.46%
3,725
+159
53
$1.03M 0.46%
13,821
+11,610
54
$1.03M 0.46%
45,492
+44,196
55
$940K 0.42%
2,796
-169
56
$935K 0.42%
1,942
+1,920
57
$925K 0.42%
17,905
+17,875
58
$916K 0.41%
58,668
+37,101
59
$915K 0.41%
4,354
+4,280
60
$915K 0.41%
3,494
+482
61
$914K 0.41%
2,071
+1,109
62
$891K 0.4%
12,120
+3,380
63
$882K 0.4%
+9,225
64
$872K 0.39%
7,866
+207
65
$870K 0.39%
4,085
+1,688
66
$838K 0.38%
10,593
+3,025
67
$808K 0.36%
4,105
+2,990
68
$799K 0.36%
5,365
+1,676
69
$770K 0.35%
11,100
+5,576
70
$767K 0.34%
9,359
+1,144
71
$742K 0.33%
3,380
+288
72
$735K 0.33%
14,559
-117
73
$720K 0.32%
20,690
+7,567
74
$696K 0.31%
24,820
-716
75
$636K 0.29%
3,733
-54
1 2
3
4 5