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
$2.89B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$28.5M
3
+$27.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
AAPL icon
Apple
AAPL
+$21.7M

Top Sells

1
+$67.8M
2
+$9.75M
3
+$9.38M
4
ATVI
Activision Blizzard
ATVI
+$1.45M
5
BWIN
Baldwin Insurance Group
BWIN
+$1.21M

Sector Composition

1 Technology 15.4%
2 Financials 7.48%
3 Healthcare 5.75%
4 Consumer Discretionary 5.47%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.46M 0.15%
259,173
+216,412
127
$4.46M 0.15%
114,161
-4,131
128
$4.44M 0.15%
85,582
+2,317
129
$4.43M 0.15%
18,391
+2,079
130
$4.38M 0.15%
9,654
+1,101
131
$4.36M 0.15%
30,151
+12,757
132
$4.36M 0.15%
28,920
+3,040
133
$4.31M 0.15%
19,092
+3,936
134
$4.29M 0.15%
181,822
+77,730
135
$4.26M 0.15%
41,155
+25,179
136
$4.22M 0.15%
232,883
-903
137
$4.22M 0.15%
26,724
+2,379
138
$4.19M 0.14%
249,874
+59,680
139
$4.19M 0.14%
50,804
+15,265
140
$4.17M 0.14%
52,086
-2,839
141
$4.05M 0.14%
128,689
+111,977
142
$4M 0.14%
24,697
+6,502
143
$3.99M 0.14%
77,741
+3,525
144
$3.99M 0.14%
41,088
+5,466
145
$3.99M 0.14%
42,373
+5,031
146
$3.98M 0.14%
79,186
+37,200
147
$3.89M 0.13%
49,316
+21,750
148
$3.84M 0.13%
60,600
+18,795
149
$3.81M 0.13%
21,255
+2,835
150
$3.79M 0.13%
75,904
+6,888
4 5
6
7 8