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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.64M 0.27%
+74,100
77
$3.63M 0.27%
75,219
+33,468
78
$3.6M 0.27%
+8
79
$3.57M 0.27%
71,012
+31,718
80
$3.5M 0.26%
57,197
+19,730
81
$3.5M 0.26%
105,164
+42,121
82
$3.46M 0.26%
22,102
+12,470
83
$3.46M 0.26%
58,365
+34,798
84
$3.37M 0.25%
61,318
+16,995
85
$3.34M 0.25%
25,888
+15,950
86
$3.28M 0.24%
7,904
+2,787
87
$3.25M 0.24%
58,171
+8,910
88
$3.21M 0.24%
+21,329
89
$3.21M 0.24%
68,070
+28,530
90
$3.16M 0.24%
21,296
+16,293
91
$3.15M 0.24%
+208,137
92
$3.13M 0.23%
17,137
+10,567
93
$3.1M 0.23%
5,992
+31
94
$3.1M 0.23%
+8,027
95
$3.09M 0.23%
472,926
+442,278
96
$3.09M 0.23%
78,413
+38,507
97
$3.09M 0.23%
29,854
+18,156
98
$3.04M 0.23%
17,800
+1,502
99
$2.99M 0.22%
86,483
+38,567
100
$2.96M 0.22%
+29,692
2 3
4
5 6