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
201
$492K 0.1%
30,720
+8,844
202
$488K 0.09%
+5,570
203
$488K 0.09%
2,420
+1,288
204
$485K 0.09%
+2,655
205
$485K 0.09%
+47,157
206
$479K 0.09%
+3,183
207
$478K 0.09%
9,075
-22,590
208
$478K 0.09%
2,108
+286
209
$475K 0.09%
+2,148
210
$473K 0.09%
+4,827
211
$472K 0.09%
+1,231
212
$469K 0.09%
14,431
-9,164
213
$458K 0.09%
15,456
+8,480
214
$453K 0.09%
+1,839
215
$449K 0.09%
2,806
+750
216
$444K 0.09%
14,508
+3,218
217
$444K 0.09%
5,902
-4,119
218
$440K 0.09%
+1,967
219
$437K 0.08%
1,283
+3
220
$420K 0.08%
+3,345
221
$419K 0.08%
+1,442
222
$415K 0.08%
+3,911
223
$412K 0.08%
+10,580
224
$406K 0.08%
+3,188
225
$402K 0.08%
+11,336
7 8
9
10 11