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
151
$327K 0.09%
4,572
-1,692
152
$325K 0.09%
+9,225
153
$320K 0.09%
+9,943
154
$317K 0.09%
8,603
-12,087
155
$317K 0.09%
1,494
+278
156
$304K 0.08%
3,936
-7,164
157
$301K 0.08%
+2,760
158
$300K 0.08%
3,226
-1,626
159
$296K 0.08%
1,385
+135
160
$295K 0.08%
2,561
+368
161
$294K 0.08%
+2,868
162
$287K 0.08%
+2,630
163
$279K 0.08%
1,068
-137
164
$275K 0.07%
+12,117
165
$270K 0.07%
+11,859
166
$268K 0.07%
2,503
-1,698
167
$265K 0.07%
+4,750
168
$265K 0.07%
+2,850
169
$257K 0.07%
+1,758
170
$253K 0.07%
+881
171
$244K 0.07%
33,209
172
$231K 0.06%
+1,615
173
$226K 0.06%
+1,132
174
$225K 0.06%
+2,085
175
$220K 0.06%
+3,825
5 6
7
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