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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.2%
30,218
+5,570
102
$1M 0.19%
10,000
-108,072
103
$1M 0.19%
+5,307
104
$979K 0.19%
+64,381
105
$977K 0.19%
+4,302
106
$973K 0.19%
17,431
+4,218
107
$971K 0.19%
+10,372
108
$967K 0.19%
+3,885
109
$964K 0.19%
+55,686
110
$956K 0.18%
37,740
-4,846
111
$956K 0.18%
+3,999
112
$945K 0.18%
+18,361
113
$944K 0.18%
+24,593
114
$922K 0.18%
2,818
+1,054
115
$917K 0.18%
28,581
-915
116
$911K 0.18%
+10,220
117
$895K 0.17%
39,129
+21,530
118
$887K 0.17%
+23,674
119
$869K 0.17%
9,006
+4,738
120
$862K 0.17%
+9,019
121
$857K 0.17%
25,350
+8,685
122
$846K 0.16%
+1,789
123
$845K 0.16%
38,838
+9,387
124
$845K 0.16%
+2,096
125
$844K 0.16%
+2,350
3 4
5
6 7