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
$2.89B
AUM Growth
+$903M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$28.5M
3
+$27.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
AAPL icon
Apple
AAPL
+$21.7M

Top Sells

1
+$67.8M
2
+$9.75M
3
+$9.38M
4
ATVI
Activision Blizzard
ATVI
+$1.45M
5
BWIN
Baldwin Insurance Group
BWIN
+$1.21M

Sector Composition

1 Technology 15.4%
2 Financials 7.48%
3 Healthcare 5.75%
4 Consumer Discretionary 5.47%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.08M 0.11%
32,818
+8,166
177
$3.08M 0.11%
25,818
+8,227
178
$3.06M 0.11%
75,865
+268
179
$3.03M 0.1%
71,186
+112
180
$2.99M 0.1%
5,492
+3,701
181
$2.99M 0.1%
43,424
+5,764
182
$2.98M 0.1%
9,964
+4,114
183
$2.97M 0.1%
118,900
-2,200
184
$2.96M 0.1%
24,865
+13,930
185
$2.95M 0.1%
213,906
+19,894
186
$2.94M 0.1%
15,398
+1,064
187
$2.88M 0.1%
12,173
+1,351
188
$2.87M 0.1%
13,641
+4,423
189
$2.86M 0.1%
88,974
+26,975
190
$2.84M 0.1%
24,510
+12,170
191
$2.84M 0.1%
35,027
+18,444
192
$2.82M 0.1%
23,350
+12,480
193
$2.82M 0.1%
11,056
+1,964
194
$2.81M 0.1%
106,595
+16,795
195
$2.78M 0.1%
24,879
+394
196
$2.77M 0.1%
50,805
+32,616
197
$2.73M 0.09%
9,960
+949
198
$2.73M 0.09%
21,974
-696
199
$2.71M 0.09%
11,109
+1,932
200
$2.68M 0.09%
21,207
+285
6 7
8
9 10