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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.12%
4,303
+2,563
127
$246K 0.11%
9,220
128
$243K 0.11%
1,165
+206
129
$242K 0.11%
1,460
+23
130
$235K 0.11%
1,567
131
$235K 0.11%
801
-177
132
$233K 0.1%
2,460
-295
133
$231K 0.1%
1,075
134
$231K 0.1%
+625
135
$230K 0.1%
2,146
+339
136
$229K 0.1%
1,703
+1,479
137
$228K 0.1%
486
+30
138
$222K 0.1%
2,807
+1,464
139
$222K 0.1%
452
-84
140
$221K 0.1%
9,392
+730
141
$221K 0.1%
+760
142
$221K 0.1%
915
+117
143
$219K 0.1%
1,216
144
$219K 0.1%
+713
145
$219K 0.1%
2,193
+812
146
$217K 0.1%
127
+1
147
$213K 0.1%
756
+11
148
$212K 0.1%
1,484
+536
149
$211K 0.09%
1,680
+1
150
$209K 0.09%
1,717
+600
4 5
6
7 8