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
$2.89B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$28.5M
3
+$27.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
AAPL icon
Apple
AAPL
+$21.7M

Top Sells

1
+$67.8M
2
+$9.75M
3
+$9.38M
4
ATVI
Activision Blizzard
ATVI
+$1.45M
5
BWIN
Baldwin Insurance Group
BWIN
+$1.21M

Sector Composition

1 Technology 15.4%
2 Financials 7.47%
3 Healthcare 5.75%
4 Consumer Discretionary 5.47%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.35M 0.18%
+70,084
102
$5.27M 0.18%
17,382
+2,027
103
$5.25M 0.18%
86,376
+13,009
104
$5.2M 0.18%
9,805
+1,067
105
$5.16M 0.18%
61,567
-6,605
106
$5.14M 0.18%
99,780
-12,408
107
$5.13M 0.18%
30,109
+1,771
108
$5.1M 0.18%
53,101
+25,778
109
$4.97M 0.17%
334,432
+57,987
110
$4.88M 0.17%
18,551
+4,889
111
$4.86M 0.17%
57,791
+24,695
112
$4.79M 0.17%
53,027
+21,161
113
$4.76M 0.16%
6,284
+1,348
114
$4.71M 0.16%
150,850
+19,575
115
$4.7M 0.16%
20,312
+5,069
116
$4.65M 0.16%
12,055
+1,494
117
$4.61M 0.16%
20,700
+2,514
118
$4.56M 0.16%
60,460
+7,021
119
$4.55M 0.16%
103,840
+29,359
120
$4.53M 0.16%
22,547
+2,038
121
$4.52M 0.16%
134,180
+41,728
122
$4.51M 0.16%
42,999
+963
123
$4.5M 0.16%
49,215
-741,556
124
$4.49M 0.16%
43,627
+1,443
125
$4.49M 0.16%
175,700
+2,000
3 4
5
6 7