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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$153K 0.01%
+10,500
727
$135K 0.01%
+12,994
728
$131K 0.01%
+5,729
729
$131K 0.01%
+15,805
730
$123K 0.01%
12,168
+275
731
$121K 0.01%
+12,965
732
$116K 0.01%
11,750
-750
733
$113K 0.01%
+21,646
734
$111K 0.01%
2,038
-2,048
735
$109K 0.01%
287
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736
$107K 0.01%
+32,478
737
$100K 0.01%
93
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738
$97K 0.01%
13,727
-20,196
739
$83K 0.01%
3,000
740
$71K 0.01%
20
+2
741
$68K 0.01%
1,463
-78
742
$59K ﹤0.01%
20,160
743
$52K ﹤0.01%
556
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744
$44K ﹤0.01%
3,400
745
$44K ﹤0.01%
+12,210
746
$40K ﹤0.01%
+1,421
747
$34K ﹤0.01%
+121
748
$32K ﹤0.01%
+510
749
$24K ﹤0.01%
+20
750
$15K ﹤0.01%
+1,147
28 29
30
31 32