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
751
$381K 0.01%
21,930
+3,353
752
$381K 0.01%
34,714
-113
753
$380K 0.01%
+33,016
754
$379K 0.01%
9,343
-3,655
755
$378K 0.01%
2,390
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756
$378K 0.01%
+9,484
757
$377K 0.01%
11,000
758
$376K 0.01%
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759
$375K 0.01%
3,225
-26
760
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2,599
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761
$373K 0.01%
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762
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1,915
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764
$371K 0.01%
8,125
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765
$370K 0.01%
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766
$370K 0.01%
23,231
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1,730
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34,092
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769
$366K 0.01%
7,442
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$361K 0.01%
101,102
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$356K 0.01%
2,798
-4,013
772
$354K 0.01%
6,526
-180
773
$354K 0.01%
+3,142
774
$350K 0.01%
9,692
+1,515
775
$350K 0.01%
+18,323
29 30
31
32 33