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 7.48%
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
726
$405K 0.01%
+17,728
727
$405K 0.01%
+4,258
728
$405K 0.01%
5,356
+362
729
$399K 0.01%
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730
$399K 0.01%
19,500
731
$397K 0.01%
18,641
+3,031
732
$396K 0.01%
5,034
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733
$395K 0.01%
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734
$395K 0.01%
3,977
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735
$393K 0.01%
21,544
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736
$393K 0.01%
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737
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4,352
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740
$388K 0.01%
34,114
+7,096
741
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744
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745
$386K 0.01%
11,188
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746
$385K 0.01%
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747
$385K 0.01%
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748
$384K 0.01%
+1,744
749
$381K 0.01%
+7,518
750
$381K 0.01%
3,539
+226
28 29
30
31 32