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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.81M
3
+$7.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.74M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.96M
4
MDLZ icon
Mondelez International
MDLZ
+$7.42M
5
ABT icon
Abbott
ABT
+$5.83M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$608K 0.12%
24,525
+12,408
177
$597K 0.12%
15,283
-19,150
178
$593K 0.11%
+6,459
179
$589K 0.11%
+10,933
180
$588K 0.11%
+25,248
181
$586K 0.11%
+76,364
182
$576K 0.11%
+1,879
183
$575K 0.11%
+1,155
184
$574K 0.11%
3,789
+941
185
$572K 0.11%
+1,203
186
$567K 0.11%
+491
187
$564K 0.11%
+10,998
188
$558K 0.11%
+8,733
189
$553K 0.11%
6,235
+3,009
190
$547K 0.11%
6,163
-13,135
191
$536K 0.1%
+5,880
192
$529K 0.1%
13,684
+310
193
$527K 0.1%
+2,789
194
$525K 0.1%
8,060
-3,050
195
$514K 0.1%
+2,109
196
$511K 0.1%
+4,329
197
$497K 0.1%
+7,496
198
$495K 0.1%
+7,057
199
$495K 0.1%
+1,787
200
$494K 0.1%
+2,230
6 7
8
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