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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.57M 0.19%
12,770
+7,777
127
$2.52M 0.19%
11,151
+1,586
128
$2.48M 0.18%
91,872
+47,487
129
$2.44M 0.18%
+20,286
130
$2.44M 0.18%
69,810
+44,096
131
$2.44M 0.18%
11,422
+10,283
132
$2.44M 0.18%
14,608
+6,754
133
$2.41M 0.18%
3,030
+647
134
$2.4M 0.18%
+25,231
135
$2.34M 0.18%
284,683
+106,914
136
$2.34M 0.17%
+242,026
137
$2.31M 0.17%
7,753
+5,701
138
$2.3M 0.17%
+200,800
139
$2.28M 0.17%
6,267
+448
140
$2.27M 0.17%
+150,860
141
$2.26M 0.17%
+42,681
142
$2.26M 0.17%
+66,402
143
$2.22M 0.17%
9,395
+2,420
144
$2.21M 0.17%
45,709
+25,950
145
$2.18M 0.16%
3,314
+2,978
146
$2.17M 0.16%
45,699
+12,773
147
$2.08M 0.16%
15,268
+11,533
148
$2.06M 0.15%
+24,767
149
$2.05M 0.15%
+46,888
150
$2.04M 0.15%
12,247
+1,873
4 5
6
7 8