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
776
$73K 0.01%
+570
777
$72K 0.01%
10,318
+206
778
$59K ﹤0.01%
+33,131
779
$55K ﹤0.01%
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780
$54K ﹤0.01%
44,363
+2,000
781
$51K ﹤0.01%
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782
$48K ﹤0.01%
1,747
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783
$47K ﹤0.01%
13,333
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784
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785
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786
$36K ﹤0.01%
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$31K ﹤0.01%
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$24K ﹤0.01%
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$22K ﹤0.01%
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795
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$21K ﹤0.01%
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$20K ﹤0.01%
23
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$17K ﹤0.01%
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$12K ﹤0.01%
602
-15
30 31
32
33 34