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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.25%
+3,116
77
$1.3M 0.25%
+12,876
78
$1.29M 0.25%
+8,183
79
$1.28M 0.25%
18,676
-3,543
80
$1.25M 0.24%
6,283
+4,358
81
$1.25M 0.24%
+9,398
82
$1.21M 0.23%
15,397
+11,387
83
$1.19M 0.23%
37,168
-66,381
84
$1.18M 0.23%
5,342
+4,343
85
$1.16M 0.22%
+5,686
86
$1.16M 0.22%
25,515
-31,806
87
$1.15M 0.22%
4,157
+3,089
88
$1.15M 0.22%
+1,856
89
$1.14M 0.22%
+234,704
90
$1.14M 0.22%
+5,638
91
$1.1M 0.21%
+6,409
92
$1.09M 0.21%
4,286
+2,901
93
$1.09M 0.21%
+44,862
94
$1.09M 0.21%
5,267
+3,349
95
$1.07M 0.21%
7,930
-2,479
96
$1.07M 0.21%
34,906
+1,211
97
$1.06M 0.2%
10,108
+2,534
98
$1.06M 0.2%
20,477
+2,845
99
$1.04M 0.2%
+8,165
100
$1.03M 0.2%
45,287
-7,537
2 3
4
5 6