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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.17%
1,143
+133
102
$368K 0.17%
4,201
+2,028
103
$360K 0.16%
6,264
+2,645
104
$358K 0.16%
11,276
+7,166
105
$348K 0.16%
7,452
+612
106
$344K 0.15%
6,630
+530
107
$344K 0.15%
12,096
+42
108
$336K 0.15%
3,085
+537
109
$325K 0.15%
1,627
+662
110
$316K 0.14%
2,796
+726
111
$315K 0.14%
23,466
-19,344
112
$309K 0.14%
1,891
-433
113
$309K 0.14%
1,229
+362
114
$306K 0.14%
6,207
+1,747
115
$305K 0.14%
1,523
-348
116
$300K 0.13%
5,039
+2,076
117
$293K 0.13%
33,209
118
$292K 0.13%
5,180
-629
119
$284K 0.13%
8,284
+153
120
$280K 0.13%
851
+738
121
$275K 0.12%
1,154
+979
122
$274K 0.12%
2,359
+565
123
$272K 0.12%
1,205
-227
124
$271K 0.12%
5,048
+106
125
$260K 0.12%
1,360
+353
3 4
5
6 7