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
$2.89B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$28.5M
3
+$27.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
AAPL icon
Apple
AAPL
+$21.7M

Top Sells

1
+$67.8M
2
+$9.75M
3
+$9.38M
4
ATVI
Activision Blizzard
ATVI
+$1.45M
5
BWIN
Baldwin Insurance Group
BWIN
+$1.21M

Sector Composition

1 Technology 15.4%
2 Financials 7.47%
3 Healthcare 5.75%
4 Consumer Discretionary 5.47%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.24M 0.25%
148,630
+39,660
77
$7.1M 0.25%
64,490
+18,779
78
$7.01M 0.24%
140,706
+53,437
79
$6.86M 0.24%
8,454
+1,491
80
$6.7M 0.23%
45,541
+4,812
81
$6.63M 0.23%
25,533
+6,811
82
$6.61M 0.23%
62,733
+32,684
83
$6.57M 0.23%
87,432
+3,204
84
$6.51M 0.22%
12
+4
85
$6.42M 0.22%
139,324
+22,963
86
$6.41M 0.22%
21,674
+7,565
87
$6.35M 0.22%
107,796
+18,955
88
$6.26M 0.22%
738,710
+131,858
89
$5.91M 0.2%
20,516
+6,991
90
$5.78M 0.2%
22,162
+2,884
91
$5.77M 0.2%
111,057
-1,553
92
$5.74M 0.2%
9,191
+3,639
93
$5.7M 0.2%
54,167
+41,485
94
$5.53M 0.19%
13,824
+3,508
95
$5.47M 0.19%
145,184
+24,079
96
$5.43M 0.19%
188,601
+8,457
97
$5.4M 0.19%
65,792
+46,880
98
$5.36M 0.19%
43,687
+1,588
99
$5.36M 0.19%
112,128
+92,828
100
$5.35M 0.18%
49,309
+17,502
2 3
4
5 6