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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.41%
69,036
+13,633
52
$2.09M 0.4%
27,604
+14,086
53
$2.09M 0.4%
9,616
-2,002
54
$1.88M 0.36%
56,950
+36,022
55
$1.82M 0.35%
28,467
-23,532
56
$1.75M 0.34%
+14,383
57
$1.75M 0.34%
23,085
+19,149
58
$1.74M 0.34%
48,141
+39,538
59
$1.74M 0.34%
12,325
-56,309
60
$1.7M 0.33%
+109,377
61
$1.7M 0.33%
31,121
+22,684
62
$1.61M 0.31%
30,765
+8,070
63
$1.59M 0.31%
5,806
+4,119
64
$1.59M 0.31%
14,670
+12,167
65
$1.58M 0.3%
27,117
-7,045
66
$1.55M 0.3%
7,340
+3,173
67
$1.55M 0.3%
3,255
+134
68
$1.51M 0.29%
13,870
+2,831
69
$1.5M 0.29%
20,322
+14,839
70
$1.46M 0.28%
11,327
-24,321
71
$1.46M 0.28%
+10,334
72
$1.41M 0.27%
26,085
+19,098
73
$1.38M 0.27%
22,711
+12,788
74
$1.36M 0.26%
3,414
-1,971
75
$1.33M 0.26%
4,030
+2,712
1 2
3
4 5