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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.28%
7,011
+2,071
77
$615K 0.28%
4,427
+856
78
$612K 0.27%
86,326
+56,836
79
$567K 0.25%
16,504
+2,468
80
$563K 0.25%
26,140
+12,020
81
$550K 0.25%
5,713
-238
82
$543K 0.24%
9,763
+4,597
83
$529K 0.24%
2,082
+1,186
84
$523K 0.23%
11,306
+3,006
85
$499K 0.22%
812
-172
86
$479K 0.22%
2,478
+300
87
$460K 0.21%
1,359
-293
88
$454K 0.2%
4,852
+2,960
89
$446K 0.2%
4,606
+2,682
90
$440K 0.2%
2,654
+1,484
91
$412K 0.18%
2,149
+1,449
92
$408K 0.18%
3,226
93
$405K 0.18%
18,977
+9,669
94
$399K 0.18%
5,541
+884
95
$389K 0.17%
12,624
+114
96
$388K 0.17%
2,358
+1,034
97
$384K 0.17%
5,240
-560
98
$382K 0.17%
2,254
+1,589
99
$377K 0.17%
3,003
+2,102
100
$373K 0.17%
1,891
+1,397
2 3
4
5 6