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
726
$193K 0.02%
23,863
-200
727
$191K 0.02%
+23,081
728
$189K 0.02%
+27,231
729
$180K 0.01%
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730
$177K 0.01%
10,800
731
$176K 0.01%
34,444
+11,644
732
$175K 0.01%
10,144
733
$174K 0.01%
+14,158
734
$173K 0.01%
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735
$169K 0.01%
20,757
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736
$160K 0.01%
19,739
737
$159K 0.01%
26,975
+12,040
738
$153K 0.01%
15,155
739
$153K 0.01%
27,508
-7,464
740
$150K 0.01%
20,581
+5,669
741
$146K 0.01%
1,044
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$144K 0.01%
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744
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745
$138K 0.01%
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746
$136K 0.01%
12,605
747
$135K 0.01%
12,935
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748
$133K 0.01%
11,605
+333
749
$131K 0.01%
13,365
+119
750
$130K 0.01%
15,246
+1,413
28 29
30
31 32