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 7.47%
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
51
$10.9M 0.38%
31,070
+13,973
52
$10.7M 0.37%
98,415
+22,991
53
$10.4M 0.36%
66,831
+18,902
54
$10.3M 0.36%
196,206
+66,558
55
$10.2M 0.35%
60,113
+14,268
56
$9.76M 0.34%
39,747
+12,249
57
$9.74M 0.34%
192,521
+38,388
58
$9.71M 0.34%
175,135
+72,100
59
$9.63M 0.33%
64,554
+16,180
60
$9.26M 0.32%
61,907
+239
61
$9.05M 0.31%
95,530
+52,640
62
$8.98M 0.31%
115,225
+7,002
63
$8.65M 0.3%
41,260
+4,410
64
$8.61M 0.3%
168,711
-3,701
65
$8.51M 0.29%
154,709
+4,672
66
$8.46M 0.29%
57,424
+26,602
67
$8.28M 0.29%
18,798
+9,920
68
$8.28M 0.29%
27,923
+4,931
69
$8.26M 0.29%
63,087
+5,278
70
$7.97M 0.28%
13,679
+4,609
71
$7.94M 0.27%
157,210
+42,045
72
$7.85M 0.27%
100,570
+29,514
73
$7.61M 0.26%
12,748
+5,554
74
$7.44M 0.26%
45,464
+5,255
75
$7.27M 0.25%
144,689
+19,611
1 2
3
4 5