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
201
$1.32M 0.11%
4,048
+505
202
$1.32M 0.11%
29,200
+1,052
203
$1.31M 0.11%
35,218
+1,973
204
$1.29M 0.11%
16,032
+649
205
$1.28M 0.11%
61,421
-1,500
206
$1.27M 0.11%
12,452
+1,841
207
$1.27M 0.1%
15,533
-282
208
$1.26M 0.1%
29,560
-4,630
209
$1.26M 0.1%
32,296
+7,263
210
$1.26M 0.1%
7,689
+843
211
$1.25M 0.1%
8,431
-784
212
$1.25M 0.1%
10,296
-971
213
$1.23M 0.1%
48,400
-1,400
214
$1.22M 0.1%
10,445
+83
215
$1.22M 0.1%
5,873
+109
216
$1.19M 0.1%
16,418
-7,906
217
$1.19M 0.1%
94,389
+340
218
$1.16M 0.1%
82,126
-8,434
219
$1.15M 0.09%
21,004
+8,969
220
$1.15M 0.09%
2,528
+1,065
221
$1.14M 0.09%
3,951
+598
222
$1.14M 0.09%
24,725
-1,066
223
$1.13M 0.09%
47,084
-2,378
224
$1.12M 0.09%
28,872
-19,615
225
$1.12M 0.09%
29,125
-35,978
7 8
9
10 11