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
776
$349K 0.01%
6,071
+1,794
777
$349K 0.01%
10,873
-2,322
778
$346K 0.01%
+11,111
779
$346K 0.01%
+6,434
780
$346K 0.01%
15,154
+489
781
$345K 0.01%
2,941
-1,308
782
$343K 0.01%
+2,089
783
$343K 0.01%
1,962
+9
784
$342K 0.01%
+9,108
785
$342K 0.01%
5,585
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786
$341K 0.01%
47,157
787
$340K 0.01%
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788
$338K 0.01%
3,631
-374
789
$338K 0.01%
3,280
-204
790
$338K 0.01%
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791
$338K 0.01%
2,368
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792
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793
$336K 0.01%
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794
$335K 0.01%
+1,184
795
$335K 0.01%
16,383
+3,448
796
$334K 0.01%
+4,322
797
$334K 0.01%
7,900
+2,405
798
$333K 0.01%
1,617
-462
799
$332K 0.01%
+5,735
800
$330K 0.01%
2,936
-1,071
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