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
151
$1.77M 0.15%
+106,300
152
$1.74M 0.14%
152,998
+392
153
$1.73M 0.14%
9,226
-938
154
$1.73M 0.14%
6,298
+779
155
$1.73M 0.14%
42,905
+2,109
156
$1.72M 0.14%
28,750
-124
157
$1.71M 0.14%
58,200
158
$1.7M 0.14%
38,093
-1,882
159
$1.69M 0.14%
7,472
+481
160
$1.68M 0.14%
6,036
+467
161
$1.63M 0.13%
7,591
+484
162
$1.62M 0.13%
7,648
-123
163
$1.6M 0.13%
25,329
-442
164
$1.59M 0.13%
19,185
+1,234
165
$1.59M 0.13%
5,548
-149
166
$1.59M 0.13%
20,178
+5,370
167
$1.57M 0.13%
23,688
-5,172
168
$1.57M 0.13%
12,232
-273
169
$1.56M 0.13%
8,837
+488
170
$1.55M 0.13%
5,296
+671
171
$1.54M 0.13%
65,729
+57,453
172
$1.53M 0.13%
61,051
-7,131
173
$1.53M 0.13%
12,659
+217
174
$1.53M 0.13%
11,264
+2,420
175
$1.53M 0.13%
16,537
-1,627
5 6
7
8 9