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
826
$309K 0.01%
4,939
+1,142
827
$307K 0.01%
10,633
+2,370
828
$304K 0.01%
1,962
-93
829
$304K 0.01%
1,287
+255
830
$303K 0.01%
+20,194
831
$303K 0.01%
+2,386
832
$303K 0.01%
6,493
+887
833
$302K 0.01%
+4,069
834
$302K 0.01%
+1,737
835
$301K 0.01%
18,873
+3,205
836
$301K 0.01%
19,319
-4,704
837
$301K 0.01%
+735
838
$299K 0.01%
9,362
-502
839
$299K 0.01%
+2,344
840
$298K 0.01%
514
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841
$297K 0.01%
124,174
+77,886
842
$296K 0.01%
542
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843
$296K 0.01%
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844
$296K 0.01%
+4,440
845
$294K 0.01%
9,376
+1,176
846
$294K 0.01%
+3,072
847
$293K 0.01%
+2,143
848
$292K 0.01%
+34,998
849
$289K 0.01%
+5,994
850
$287K 0.01%
+13,172
32 33
34
35 36