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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$8.97M
4
AAPL icon
Apple
AAPL
+$7.98M
5
MDLZ icon
Mondelez International
MDLZ
+$7.81M

Top Sells

1
+$4.99M
2
+$3.22M
3
+$1.72M
4
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$726K 0.2%
+13,532
102
$717K 0.19%
1,540
-531
103
$710K 0.19%
+2,000
104
$689K 0.19%
2,593
-1,132
105
$684K 0.19%
+10,021
106
$680K 0.18%
+7,883
107
$675K 0.18%
5,820
-2,046
108
$672K 0.18%
+15,003
109
$640K 0.17%
7,574
+2,033
110
$584K 0.16%
+29,451
111
$579K 0.16%
9,923
-4,636
112
$574K 0.16%
20,928
-38,004
113
$573K 0.16%
+34,954
114
$559K 0.15%
+14,748
115
$545K 0.15%
13,213
-3,291
116
$542K 0.15%
+39,677
117
$535K 0.15%
19,080
-5,740
118
$511K 0.14%
+1,966
119
$506K 0.14%
+3,454
120
$503K 0.14%
+16,665
121
$499K 0.14%
+6,017
122
$490K 0.13%
+3,483
123
$466K 0.13%
8,437
-18,871
124
$465K 0.13%
+1,764
125
$464K 0.13%
+7,934
3 4
5
6 7