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
1001
$204K 0.01%
+2,971
1002
$204K 0.01%
+3,332
1003
$204K 0.01%
1,409
-672
1004
$203K 0.01%
+2,278
1005
$203K 0.01%
+4,254
1006
$202K 0.01%
+7,050
1007
$202K 0.01%
+10,544
1008
$199K 0.01%
11,597
1009
$197K 0.01%
22,468
+5,592
1010
$196K 0.01%
+14,006
1011
$194K 0.01%
3,543
+184
1012
$177K 0.01%
+28,062
1013
$174K 0.01%
15,343
+4,420
1014
$171K 0.01%
10,082
-11,618
1015
$169K 0.01%
687
-5
1016
$166K 0.01%
49,037
+161
1017
$165K 0.01%
29,187
1018
$158K 0.01%
+45,953
1019
$152K 0.01%
4,969
+240
1020
$147K 0.01%
2,905
-667
1021
$143K 0.01%
+14,819
1022
$143K ﹤0.01%
17,345
+5,327
1023
$140K ﹤0.01%
44,158
+3
1024
$138K ﹤0.01%
+21,562
1025
$138K ﹤0.01%
32,797
+6,768
39 40
41
42 43