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
1051
$44.9K ﹤0.01%
21,162
+162
1052
$43.4K ﹤0.01%
1,655
-2
1053
$42.4K ﹤0.01%
+15,130
1054
$31.4K ﹤0.01%
10,026
-72
1055
$31.1K ﹤0.01%
+659
1056
$28.7K ﹤0.01%
+13,164
1057
$28.4K ﹤0.01%
+10,567
1058
$26.6K ﹤0.01%
+11,063
1059
$26K ﹤0.01%
13,000
1060
$19.5K ﹤0.01%
+10,664
1061
$19.5K ﹤0.01%
+12,910
1062
$15.3K ﹤0.01%
349
1063
$15.1K ﹤0.01%
+12,595
1064
$13.7K ﹤0.01%
10,006
+6
1065
$10.4K ﹤0.01%
+947
1066
$9.96K ﹤0.01%
2,092
+1
1067
$3.39K ﹤0.01%
+56
1068
– –
-10,060
1069
– –
-52,204
1070
– –
-10,296
1071
– –
-500
1072
– –
-813
1073
– –
0
1074
– –
-7,750
1075
– –
-6,602
41 42
43
44 45