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
151
$2.04M 0.15%
6,010
+1,609
152
$2.03M 0.15%
8,231
+1,985
153
$2.02M 0.15%
8,272
+478
154
$2.01M 0.15%
78,960
+63,320
155
$2M 0.15%
17,132
+7,155
156
$2M 0.15%
4,232
+2,956
157
$1.97M 0.15%
19,087
+6,693
158
$1.95M 0.15%
13,839
+11,627
159
$1.95M 0.15%
72,100
+7,971
160
$1.94M 0.14%
36,765
+12,153
161
$1.91M 0.14%
5,572
+3,478
162
$1.91M 0.14%
+58,036
163
$1.87M 0.14%
27,707
-368
164
$1.82M 0.14%
8,543
+4,257
165
$1.81M 0.14%
+40,847
166
$1.8M 0.13%
+42,815
167
$1.8M 0.13%
84,245
+1,000
168
$1.8M 0.13%
+16,449
169
$1.8M 0.13%
+27,960
170
$1.78M 0.13%
5,907
+2,728
171
$1.78M 0.13%
29,411
+24,224
172
$1.77M 0.13%
+17,464
173
$1.73M 0.13%
100,627
-5,130
174
$1.73M 0.13%
4,811
+2,210
175
$1.72M 0.13%
94,987
+16,314
5 6
7
8 9