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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.21%
6,665
+527
102
$2.55M 0.21%
126,396
+1,752
103
$2.53M 0.21%
6,309
-221
104
$2.52M 0.21%
52,938
+14,986
105
$2.51M 0.21%
27,008
-373
106
$2.5M 0.21%
30,133
+198
107
$2.49M 0.21%
11,055
+456
108
$2.48M 0.2%
146,138
+63,958
109
$2.46M 0.2%
25,826
-207
110
$2.44M 0.2%
6
111
$2.44M 0.2%
15,210
+1,084
112
$2.42M 0.2%
15,674
-48
113
$2.41M 0.2%
102,390
+3,800
114
$2.41M 0.2%
21,600
+179
115
$2.4M 0.2%
51,210
-3,225
116
$2.38M 0.2%
7,128
+630
117
$2.37M 0.2%
15,858
+756
118
$2.36M 0.19%
8,299
+249
119
$2.35M 0.19%
200,800
-228
120
$2.35M 0.19%
7,272
+541
121
$2.28M 0.19%
28,521
+340
122
$2.26M 0.19%
40,289
-1,410
123
$2.23M 0.18%
26,507
+877
124
$2.21M 0.18%
60,661
+2,607
125
$2.18M 0.18%
74,382
+2,221
3 4
5
6 7