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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$11.6M
3 +$8.97M
4
AAPL icon
Apple
AAPL
+$7.98M
5
MDLZ icon
Mondelez International
MDLZ
+$7.81M

Top Sells

1 +$4.99M
2 +$3.22M
3 +$1.72M
4
BSL
Blackstone Senior Floating Rate 2027 Term Fund
BSL
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$216K 0.06%
+1,225
177
$214K 0.06%
+7,059
178
$211K 0.06%
+9,496
179
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180
$208K 0.06%
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181
$208K 0.06%
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182
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183
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185
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186
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187
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188
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189
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190
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191
$135K 0.04%
+12,200
192
$121K 0.03%
+27,690
193
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194
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195
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196
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198
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