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
51
$4.62M 0.38%
69,813
+2,225
52
$4.58M 0.38%
58,373
+952
53
$4.53M 0.37%
324,840
-948
54
$4.38M 0.36%
22,470
+3,054
55
$4.38M 0.36%
165,410
+34,594
56
$4.31M 0.35%
29,975
+1,239
57
$4.18M 0.34%
8,249
+19
58
$4.05M 0.33%
70,006
-435
59
$3.99M 0.33%
213,490
+15,113
60
$3.97M 0.33%
47,457
+6,477
61
$3.92M 0.32%
95,517
+3,345
62
$3.91M 0.32%
23,430
+1,406
63
$3.9M 0.32%
102,815
-4,684
64
$3.84M 0.32%
23,261
+1,367
65
$3.62M 0.3%
18,587
+88
66
$3.58M 0.3%
89,621
+7,575
67
$3.56M 0.29%
26,269
-1,115
68
$3.48M 0.29%
79,074
+49,794
69
$3.46M 0.28%
48,019
-273
70
$3.45M 0.28%
36,581
+1,086
71
$3.43M 0.28%
33,477
+5,611
72
$3.43M 0.28%
6,238
-211
73
$3.42M 0.28%
132,869
+22,853
74
$3.41M 0.28%
108,182
+9,897
75
$3.38M 0.28%
14,773
+358
1 2
3
4 5