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
1026
$130K ﹤0.01%
20,307
+137
1027
$126K ﹤0.01%
21,210
-1,310
1028
$121K ﹤0.01%
+11,001
1029
$115K ﹤0.01%
11,539
+879
1030
$114K ﹤0.01%
+13,214
1031
$111K ﹤0.01%
25,537
-1,923
1032
$107K ﹤0.01%
39,316
+107
1033
$106K ﹤0.01%
12,494
+338
1034
$102K ﹤0.01%
32,102
+14
1035
$101K ﹤0.01%
21,646
1036
$88.8K ﹤0.01%
2,110
+417
1037
$88.5K ﹤0.01%
11,511
+66
1038
$88.4K ﹤0.01%
16,158
+559
1039
$87.7K ﹤0.01%
+13,188
1040
$87.4K ﹤0.01%
11,330
1041
$84.9K ﹤0.01%
11,000
-500
1042
$83.4K ﹤0.01%
12,332
+1,123
1043
$80.4K ﹤0.01%
11,120
-546
1044
$80K ﹤0.01%
40,000
+20,000
1045
$73.6K ﹤0.01%
1,031
-398
1046
$64.8K ﹤0.01%
3,984
-76
1047
$61.4K ﹤0.01%
10,316
+63
1048
$61.1K ﹤0.01%
15,200
+2,000
1049
$54.1K ﹤0.01%
2,354
-4,768
1050
$47.4K ﹤0.01%
20,169
+9
40 41
42
43 44