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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.22%
8,312
+6,060
102
$2.94M 0.22%
29,915
+26,344
103
$2.93M 0.22%
34,004
+16,644
104
$2.91M 0.22%
5,128
+2,101
105
$2.9M 0.22%
+16,239
106
$2.88M 0.22%
25,728
+4,484
107
$2.86M 0.21%
11,054
+4,296
108
$2.85M 0.21%
27,209
+16,826
109
$2.82M 0.21%
7,854
+783
110
$2.81M 0.21%
37,044
+16,336
111
$2.81M 0.21%
19,515
+2,181
112
$2.79M 0.21%
9,555
+3,853
113
$2.79M 0.21%
29,395
+2,894
114
$2.78M 0.21%
13,851
+10,663
115
$2.77M 0.21%
12,903
+7,093
116
$2.74M 0.2%
17,419
+11,972
117
$2.72M 0.2%
10,013
+3,330
118
$2.69M 0.2%
56,063
+40,498
119
$2.69M 0.2%
38,323
+454
120
$2.66M 0.2%
9,454
+1,573
121
$2.64M 0.2%
14,021
+2,293
122
$2.63M 0.2%
+31,064
123
$2.61M 0.19%
28,454
+1,295
124
$2.59M 0.19%
+80,050
125
$2.59M 0.19%
11,526
+4,491
3 4
5
6 7