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
851
$287K 0.01%
1,785
+68
852
$286K 0.01%
+5,465
853
$286K 0.01%
4,404
-474
854
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855
$285K 0.01%
2,870
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856
$283K 0.01%
+2,909
857
$283K 0.01%
+12,361
858
$282K 0.01%
+2,085
859
$281K 0.01%
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860
$281K 0.01%
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861
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862
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8,193
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863
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864
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+11,703
866
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867
$279K 0.01%
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868
$278K 0.01%
4,981
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870
$276K 0.01%
26,439
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871
$276K 0.01%
1,451
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872
$275K 0.01%
25,406
+12,148
873
$274K 0.01%
+10,396
874
$274K 0.01%
+2,860
875
$274K 0.01%
+13,670
33 34
35
36 37