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
151
$3.78M 0.13%
21,762
-471
152
$3.72M 0.13%
71,433
+9,585
153
$3.69M 0.13%
10,943
+2,670
154
$3.67M 0.13%
11,798
+5,193
155
$3.52M 0.12%
16,731
+637
156
$3.51M 0.12%
15,085
+5,955
157
$3.5M 0.12%
119,853
+17,600
158
$3.45M 0.12%
36,683
+10,387
159
$3.45M 0.12%
281,584
+27,463
160
$3.44M 0.12%
49,076
+13,253
161
$3.44M 0.12%
69,902
+21,113
162
$3.42M 0.12%
22,057
+5,329
163
$3.4M 0.12%
12,980
+3,112
164
$3.39M 0.12%
6,116
+1,585
165
$3.3M 0.11%
6,494
+137
166
$3.26M 0.11%
128,616
-1,275
167
$3.26M 0.11%
128,776
+68,100
168
$3.24M 0.11%
31,542
-90
169
$3.22M 0.11%
45,860
+6,621
170
$3.15M 0.11%
5,427
+986
171
$3.15M 0.11%
6,803
+1,496
172
$3.14M 0.11%
32,232
+12,429
173
$3.12M 0.11%
32,824
-302
174
$3.1M 0.11%
22,714
-473
175
$3.1M 0.11%
64,485
+4,997
5 6
7
8 9