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 7.48%
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
976
$214K 0.01%
+7,901
977
$214K 0.01%
+1,957
978
$214K 0.01%
+4,228
979
$213K 0.01%
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980
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981
$213K 0.01%
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982
$213K 0.01%
+2,673
983
$212K 0.01%
+1,853
984
$212K 0.01%
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985
$211K 0.01%
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986
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987
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991
$209K 0.01%
+2,021
992
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995
$206K 0.01%
16,479
+1,413
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$206K 0.01%
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$206K 0.01%
+1,199
998
$206K 0.01%
+2,920
999
$205K 0.01%
+3,211
1000
$204K 0.01%
15,326
+561
38 39
40
41 42