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
901
$255K 0.01%
12,625
-7,964
902
$253K 0.01%
+3,127
903
$250K 0.01%
+6,474
904
$250K 0.01%
+8,676
905
$250K 0.01%
16,596
+2,903
906
$249K 0.01%
+4,496
907
$249K 0.01%
+1,703
908
$249K 0.01%
4,196
909
$248K 0.01%
+5,274
910
$248K 0.01%
+9,077
911
$248K 0.01%
3,218
+29
912
$247K 0.01%
+3,570
913
$247K 0.01%
+5,701
914
$246K 0.01%
11,352
-100
915
$245K 0.01%
+571
916
$245K 0.01%
4,220
917
$244K 0.01%
18,075
+119
918
$244K 0.01%
14,697
+3,607
919
$243K 0.01%
6,050
920
$243K 0.01%
+8,167
921
$241K 0.01%
+1,480
922
$241K 0.01%
11,190
-121
923
$240K 0.01%
10,672
+71
924
$240K 0.01%
16,491
925
$239K 0.01%
4,697
-2,756
35 36
37
38 39