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
201
$1.51M 0.11%
34,708
+6,038
202
$1.5M 0.11%
32,272
+20,385
203
$1.49M 0.11%
45,155
+4,015
204
$1.49M 0.11%
7,690
+2,537
205
$1.48M 0.11%
12,802
+2,241
206
$1.47M 0.11%
2,277
+610
207
$1.45M 0.11%
24,580
+12,230
208
$1.44M 0.11%
10,560
+4,811
209
$1.44M 0.11%
13,279
+229
210
$1.44M 0.11%
+30,222
211
$1.44M 0.11%
16,451
+6,585
212
$1.43M 0.11%
+35,929
213
$1.43M 0.11%
8,033
-354,785
214
$1.42M 0.11%
82,064
+22,434
215
$1.42M 0.11%
+8,190
216
$1.41M 0.11%
28,672
+19,104
217
$1.41M 0.11%
12,260
+6,024
218
$1.4M 0.1%
+7,705
219
$1.4M 0.1%
3,772
+1,231
220
$1.38M 0.1%
8,022
+919
221
$1.38M 0.1%
+20,740
222
$1.37M 0.1%
19,093
+1,074
223
$1.36M 0.1%
17,348
+2,222
224
$1.36M 0.1%
5,602
+4,189
225
$1.34M 0.1%
4,846
+2,350
7 8
9
10 11