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
926
$238K 0.01%
6,911
-343
927
$238K 0.01%
1,155
-452
928
$237K 0.01%
5,036
-247
929
$237K 0.01%
+5,737
930
$237K 0.01%
+1,875
931
$236K 0.01%
6,533
932
$236K 0.01%
+6,572
933
$236K 0.01%
+1,516
934
$235K 0.01%
+5,572
935
$235K 0.01%
2,855
+9
936
$234K 0.01%
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937
$234K 0.01%
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938
$234K 0.01%
5,997
939
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940
$233K 0.01%
1,767
-638
941
$233K 0.01%
+1,025
942
$231K 0.01%
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943
$231K 0.01%
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944
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945
$231K 0.01%
23,260
-6,700
946
$230K 0.01%
7,285
+137
947
$230K 0.01%
+1,378
948
$229K 0.01%
+5,998
949
$228K 0.01%
24,910
-165
950
$228K 0.01%
+2,104
36 37
38
39 40