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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.1M 0.17%
11,156
-491
127
$2.09M 0.17%
12,236
-1,217
128
$2.07M 0.17%
8,043
+605
129
$2.04M 0.17%
25,270
+1,413
130
$2.03M 0.17%
+59,715
131
$2.02M 0.17%
57,788
+31,323
132
$2.02M 0.17%
5,226
+412
133
$1.99M 0.16%
62,861
+242
134
$1.98M 0.16%
17,514
+30
135
$1.97M 0.16%
13,679
-283
136
$1.95M 0.16%
24,086
-489
137
$1.94M 0.16%
200,278
-1,086
138
$1.93M 0.16%
101,960
+3,952
139
$1.92M 0.16%
47,549
+604
140
$1.92M 0.16%
38,112
-242
141
$1.91M 0.16%
44,552
+39,161
142
$1.91M 0.16%
9,111
+247
143
$1.86M 0.15%
26,173
-20
144
$1.85M 0.15%
30,719
+8,241
145
$1.84M 0.15%
29,672
+575
146
$1.84M 0.15%
44,120
+4,316
147
$1.83M 0.15%
27,967
+3,954
148
$1.82M 0.15%
11,255
+1,340
149
$1.8M 0.15%
83,903
+3,003
150
$1.77M 0.15%
18,292
+2,168
4 5
6
7 8