We are live on ! Find out more
AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.77B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1 +$6.82M
2 +$5.7M
3 +$4.42M
4
AZN icon
AstraZeneca
AZN
+$4.35M
5
GE icon
GE Aerospace
GE
+$4.34M

Top Sells

1 +$6.59M
2 +$6.23M
3 +$4.31M
4
TMUS icon
T-Mobile US
TMUS
+$3.8M
5
MSFT icon
Microsoft
MSFT
+$2.85M

Sector Composition

1 Technology 19.44%
2 Financials 8.12%
3 Consumer Discretionary 4.87%
4 Communication Services 4.85%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
K
1351
DELISTED
Kellanova
K
-7,313
KWEB icon
1352
KraneShares CSI China Internet ETF
KWEB
$6.13B
-20,084
LIT icon
1353
Global X Lithium & Battery Tech ETF
LIT
$1.97B
-5,241
LYB icon
1354
LyondellBasell Industries
LYB
$20.7B
-9,442
MDB icon
1355
MongoDB
MDB
$28.7B
-1,507
METV icon
1356
Roundhill Ball Metaverse ETF
METV
$215M
-93,791
MGV icon
1357
Vanguard Mega Cap Value ETF
MGV
$12.7B
-1,792
MKC icon
1358
McCormick & Company Non-Voting
MKC
$13.4B
-5,833
MPT
1359
Medical Properties Trust
MPT
$3.04B
-10,875
MRNA icon
1360
Moderna
MRNA
$18.9B
-14,656
NFE icon
1361
New Fortress Energy
NFE
$147M
-20,021
NVR icon
1362
NVR
NVR
$17.1B
-33
OVID icon
1363
Ovid Therapeutics
OVID
$459M
-27,500
PFLD icon
1364
AAM Low Duration Preferred and Income Securities ETF
PFLD
$422M
-27,131
PGX icon
1365
Invesco Preferred ETF
PGX
$3.8B
-10,374
PII icon
1366
Polaris
PII
$3.96B
-4,920
PINS icon
1367
Pinterest
PINS
$12.2B
-7,530
PLUG icon
1368
Plug Power
PLUG
$4.13B
-22,793
PNR icon
1369
Pentair
PNR
$11.9B
-2,014
POOL icon
1370
Pool Corp
POOL
$7.12B
-698
PRPH
1371
DELISTED
ProPhase Labs
PRPH
-18,246
PTY icon
1372
PIMCO Corporate & Income Opportunity Fund
PTY
$2.5B
-11,095
QDEC icon
1373
FT Vest Growth-100 Buffer ETF December
QDEC
$687M
-27,118
RACE icon
1374
Ferrari
RACE
$62.1B
-508
SAND
1375
DELISTED
Sandstorm Gold
SAND
-12,612