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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-533
177
– –
-89
178
– –
-508
179
– –
-14
180
– –
-185
181
– –
-25
182
– –
-75
183
– –
-2,040
184
– –
-57
185
– –
-5
186
– –
-133
187
– –
-31
188
– –
-508
189
– –
-375
190
– –
-7
191
– –
-451
192
– –
-662
193
– –
-285
194
– –
-84
195
– –
-100
196
– –
-1
197
– –
-60
198
– –
-159
199
– –
-12
200
– –
-44
6 7
8
9 10