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
751
$129K 0.01%
+36,976
752
$127K 0.01%
54,575
+19,711
753
$126K 0.01%
33,409
754
$123K 0.01%
+16,465
755
$123K 0.01%
12,500
756
$118K 0.01%
+20,246
757
$117K 0.01%
1,110
758
$115K 0.01%
12,956
759
$108K 0.01%
+125
760
$107K 0.01%
13,468
761
$105K 0.01%
4,121
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762
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763
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764
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6,717
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119
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766
$101K 0.01%
36,751
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767
$100K 0.01%
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769
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770
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771
$87K 0.01%
28,785
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772
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10,363
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773
$82K 0.01%
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774
$82K 0.01%
1,431
-53
775
$74K 0.01%
+12,203
29 30
31
32 33