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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$835K 0.16%
+23,575
127
$827K 0.16%
+7,952
128
$824K 0.16%
+9,070
129
$822K 0.16%
+3,721
130
$822K 0.16%
+68,631
131
$806K 0.16%
+32,046
132
$802K 0.16%
+7,344
133
$800K 0.15%
+15,248
134
$800K 0.15%
+88,259
135
$798K 0.15%
+1,473
136
$791K 0.15%
16,131
+1,383
137
$790K 0.15%
+64,476
138
$787K 0.15%
+13,220
139
$772K 0.15%
+4,253
140
$766K 0.15%
14,709
-3,606
141
$765K 0.15%
+12,160
142
$759K 0.15%
+6,611
143
$759K 0.15%
3,933
+1,694
144
$759K 0.15%
6,975
+1,155
145
$755K 0.15%
14,604
-2,344
146
$754K 0.15%
2,655
+689
147
$749K 0.14%
9,691
+5,119
148
$743K 0.14%
+5,601
149
$742K 0.14%
+5,416
150
$739K 0.14%
+8,656
4 5
6
7 8