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
201
$2.65M 0.09%
57,539
+7,345
202
$2.63M 0.09%
57,450
+29,650
203
$2.62M 0.09%
43,476
+1,153
204
$2.61M 0.09%
5,660
+1,793
205
$2.61M 0.09%
5,566
+2,950
206
$2.6M 0.09%
8,668
+2,863
207
$2.59M 0.09%
6,360
+1,435
208
$2.57M 0.09%
19,356
+3,680
209
$2.5M 0.09%
10,415
+769
210
$2.49M 0.09%
19,888
+146
211
$2.47M 0.09%
13,205
+6,705
212
$2.47M 0.09%
12,515
+2,541
213
$2.45M 0.08%
23,737
+1,411
214
$2.44M 0.08%
47,485
+5,723
215
$2.43M 0.08%
25,904
-1,164
216
$2.41M 0.08%
24,906
+5,148
217
$2.41M 0.08%
40,238
+1,356
218
$2.41M 0.08%
678
+260
219
$2.4M 0.08%
15,281
+4,689
220
$2.4M 0.08%
9,498
+1,387
221
$2.39M 0.08%
28,934
+2,045
222
$2.39M 0.08%
25,594
+3,376
223
$2.38M 0.08%
15,629
+10,621
224
$2.37M 0.08%
228,964
+27,470
225
$2.35M 0.08%
25,737
+4,619
7 8
9
10 11