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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$8.97M
4
AAPL icon
Apple
AAPL
+$7.98M
5
MDLZ icon
Mondelez International
MDLZ
+$7.81M

Top Sells

1
+$4.99M
2
+$3.22M
3
+$1.72M
4
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.46%
+36,622
52
$1.67M 0.45%
19,080
+13,840
53
$1.64M 0.44%
+25,805
54
$1.6M 0.43%
+19,298
55
$1.54M 0.42%
+28,660
56
$1.52M 0.41%
+22,854
57
$1.52M 0.41%
+12,194
58
$1.5M 0.41%
+22,219
59
$1.45M 0.39%
10,409
+5,982
60
$1.42M 0.39%
55,403
-10,344
61
$1.42M 0.38%
7,133
-4,516
62
$1.37M 0.37%
2,535
-1,729
63
$1.37M 0.37%
+14,646
64
$1.36M 0.37%
4,984
+1,490
65
$1.33M 0.36%
3,519
-1
66
$1.31M 0.36%
+3,121
67
$1.24M 0.34%
+27,060
68
$1.21M 0.33%
5,157
-2,346
69
$1.2M 0.33%
3,430
-484
70
$1.2M 0.33%
11,039
-3,269
71
$1.11M 0.3%
8,744
+3,031
72
$1.11M 0.3%
+52,824
73
$1.1M 0.3%
22,695
-7,708
74
$1.09M 0.3%
+11,257
75
$1.08M 0.29%
5,572
-4,423
1 2
3
4 5