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
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.6M
3
+$23.5M
4
MSFT icon
Microsoft
MSFT
+$20.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$8.73M

Top Sells

1
+$63M
2
+$44.1M
3
+$27.6M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.36M

Sector Composition

1 Technology 12.85%
2 Financials 8.81%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.72M 0.13%
4,933
+2,927
177
$1.72M 0.13%
66,580
+2,672
178
$1.7M 0.13%
7,425
+1,025
179
$1.68M 0.13%
+62,851
180
$1.68M 0.13%
+65,400
181
$1.67M 0.12%
66,928
+15,165
182
$1.67M 0.12%
24,305
+18,896
183
$1.66M 0.12%
+37,177
184
$1.65M 0.12%
14,620
+8,433
185
$1.64M 0.12%
+23,108
186
$1.62M 0.12%
68,145
+42,126
187
$1.61M 0.12%
12,538
+8,927
188
$1.6M 0.12%
360,000
+170,000
189
$1.59M 0.12%
+27,292
190
$1.58M 0.12%
4,971
+2,246
191
$1.58M 0.12%
11,814
+2,756
192
$1.57M 0.12%
7,117
+4,328
193
$1.56M 0.12%
4,441
+2,083
194
$1.56M 0.12%
8,594
+6,928
195
$1.55M 0.12%
31,351
+5,748
196
$1.55M 0.12%
4,048
+705
197
$1.54M 0.12%
4,449
+2,004
198
$1.54M 0.11%
13,876
+764
199
$1.53M 0.11%
31,761
+25,736
200
$1.52M 0.11%
16,671
+6,278
6 7
8
9 10