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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.28%
267,677
-909
77
$3.34M 0.28%
49,883
-1,994
78
$3.32M 0.27%
15,791
-865
79
$3.3M 0.27%
41,800
80
$3.25M 0.27%
54,025
+7,389
81
$3.2M 0.26%
144,447
-552
82
$3.18M 0.26%
73,506
+984
83
$3.18M 0.26%
22,145
+2,105
84
$3.16M 0.26%
117,353
+1,943
85
$3.02M 0.25%
142,428
-13,560
86
$3M 0.25%
19,373
+2,230
87
$2.96M 0.24%
233,576
88
$2.95M 0.24%
36,088
+1,730
89
$2.92M 0.24%
96,582
+13,061
90
$2.87M 0.24%
51,290
+3,168
91
$2.86M 0.24%
101,450
92
$2.85M 0.24%
28,880
+24,246
93
$2.81M 0.23%
249,642
+4,486
94
$2.76M 0.23%
223,924
+170,424
95
$2.75M 0.23%
33,797
+7,655
96
$2.66M 0.22%
173,433
+289
97
$2.64M 0.22%
22,244
+6,859
98
$2.6M 0.21%
27,370
+1,118
99
$2.59M 0.21%
26,795
+1,745
100
$2.58M 0.21%
+103,932
2 3
4
5 6