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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$8.97M
4
AAPL icon
Apple
AAPL
+$7.98M
5
MDLZ icon
Mondelez International
MDLZ
+$7.81M

Top Sells

1
+$4.99M
2
+$3.22M
3
+$1.72M
4
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$453K 0.12%
+1,364
127
$452K 0.12%
2,239
-2,115
128
$452K 0.12%
1,687
+612
129
$448K 0.12%
10,553
+2,269
130
$445K 0.12%
+7,512
131
$433K 0.12%
+1,280
132
$428K 0.12%
5,483
-5,110
133
$424K 0.11%
1,822
+1,021
134
$405K 0.11%
+13,374
135
$403K 0.11%
+1,318
136
$391K 0.11%
4,268
-2,743
137
$389K 0.11%
+2,848
138
$383K 0.1%
+11,711
139
$382K 0.1%
17,599
-8,541
140
$379K 0.1%
1,925
+565
141
$373K 0.1%
1,918
-1,815
142
$372K 0.1%
+2,043
143
$368K 0.1%
4,010
-5,349
144
$367K 0.1%
+2,056
145
$366K 0.1%
6,987
-4,319
146
$359K 0.1%
+11,239
147
$350K 0.09%
11,290
-1,334
148
$342K 0.09%
+18,978
149
$332K 0.09%
21,876
-1,590
150
$327K 0.09%
+4,354
4 5
6
7 8