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
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.52M 0.13%
20,820
+2,687
177
$1.52M 0.13%
57,100
178
$1.51M 0.12%
40,092
-1,113
179
$1.5M 0.12%
3,619
+40
180
$1.5M 0.12%
67,669
+2,695
181
$1.49M 0.12%
17,403
-74
182
$1.49M 0.12%
57,821
-579
183
$1.48M 0.12%
24,297
+3,155
184
$1.47M 0.12%
16,759
-2,296
185
$1.45M 0.12%
63,775
+14,445
186
$1.44M 0.12%
60,399
+32,006
187
$1.44M 0.12%
16,670
+584
188
$1.43M 0.12%
4,697
+218
189
$1.43M 0.12%
44,728
-2,572
190
$1.42M 0.12%
7,588
+475
191
$1.42M 0.12%
12,666
+303
192
$1.4M 0.12%
65,962
-10,598
193
$1.39M 0.11%
5,790
-2,072
194
$1.38M 0.11%
22,232
-1,815
195
$1.37M 0.11%
20,169
+1,140
196
$1.37M 0.11%
49,300
+1,000
197
$1.37M 0.11%
7,514
+906
198
$1.35M 0.11%
2,786
+1
199
$1.35M 0.11%
3,967
+1,810
200
$1.32M 0.11%
8,027
+211
6 7
8
9 10