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
151
$739K 0.14%
+9,022
152
$739K 0.14%
+8,796
153
$738K 0.14%
+9,066
154
$727K 0.14%
+10,937
155
$721K 0.14%
+36,801
156
$720K 0.14%
+2,978
157
$714K 0.14%
7,677
+4,827
158
$712K 0.14%
+10,760
159
$711K 0.14%
+506
160
$701K 0.14%
+5,622
161
$699K 0.14%
+58,213
162
$694K 0.13%
+3,799
163
$690K 0.13%
+12,748
164
$690K 0.13%
+4,135
165
$687K 0.13%
11,617
-1,915
166
$681K 0.13%
+3,426
167
$668K 0.13%
4,457
-431
168
$667K 0.13%
+10,564
169
$667K 0.13%
24,712
+5,632
170
$666K 0.13%
5,557
-48,603
171
$650K 0.13%
7,993
+59
172
$647K 0.13%
+14,196
173
$624K 0.12%
3,282
-10,996
174
$618K 0.12%
+9,715
175
$610K 0.12%
+1,766
5 6
7
8 9