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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$8.97M
4
AAPL icon
Apple
AAPL
+$7.98M
5
MDLZ icon
Mondelez International
MDLZ
+$7.81M

Top Sells

1
+$4.99M
2
+$3.22M
3
+$1.72M
4
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.28%
34,433
+25,041
77
$1.01M 0.27%
+13,205
78
$1M 0.27%
22,850
-18,070
79
$998K 0.27%
2,904
+2,191
80
$993K 0.27%
+29,285
81
$986K 0.27%
+4,089
82
$986K 0.27%
13,518
-11,476
83
$953K 0.26%
+27,274
84
$952K 0.26%
+33,695
85
$935K 0.25%
+29,436
86
$927K 0.25%
4,167
+2,938
87
$925K 0.25%
17,632
-4,501
88
$918K 0.25%
+18,315
89
$914K 0.25%
+42,586
90
$890K 0.24%
11,110
+4,480
91
$878K 0.24%
+27,619
92
$864K 0.23%
+29,496
93
$856K 0.23%
+23,595
94
$826K 0.22%
+4,625
95
$819K 0.22%
+7,160
96
$773K 0.21%
+48,176
97
$758K 0.21%
+16,948
98
$750K 0.2%
+4,888
99
$744K 0.2%
+10,759
100
$727K 0.2%
+24,648
2 3
4
5 6