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
801
$12K ﹤0.01%
1,750
-60
802
$12K ﹤0.01%
10,000
803
$11K ﹤0.01%
15,000
-144
804
$11K ﹤0.01%
503
805
$11K ﹤0.01%
10,000
806
$10K ﹤0.01%
10,000
807
$9K ﹤0.01%
2,200
808
$9K ﹤0.01%
121
809
$7K ﹤0.01%
20
810
$6K ﹤0.01%
32
+10
811
$6K ﹤0.01%
+1
812
$3K ﹤0.01%
70
-41
813
– –
-511
814
– –
-11,080
815
– –
-148,576
816
– –
-20,000
817
– –
-10,015
818
– –
-11,993
819
– –
-26,483
820
– –
-29,184
821
– –
-16,872
822
– –
-33,873
823
– –
-3,411
824
– –
-13
825
– –
-3,693
31 32
33
34 35