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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$1.33M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
BND icon
Vanguard Total Bond Market
BND
+$1.2M

Top Sells

1
+$560K
2
+$275K
3
+$260K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1M 11.71%
93,928
+4,790
2
$17.4M 7.82%
197,530
+13,655
3
$17.4M 7.8%
150,094
+50,394
4
$12.2M 5.49%
174,054
+321
5
$8.43M 3.78%
82,380
+6,560
6
$7.84M 3.52%
75,013
+384
7
$5.8M 2.6%
428,440
+92,600
8
$4.57M 2.05%
21,745
+3,885
9
$4.33M 1.94%
27,500
+8,440
10
$4.09M 1.83%
31,757
-1,467
11
$3.75M 1.68%
32,309
+751
12
$3.25M 1.46%
79,496
+1,854
13
$2.79M 1.25%
36,013
+5,702
14
$2.75M 1.24%
8,218
+95
15
$2.67M 1.2%
47,912
+1,590
16
$2.54M 1.14%
48,177
-2,818
17
$2.26M 1.01%
84,371
+1,777
18
$2.15M 0.97%
35,682
+1,140
19
$2.13M 0.96%
4,264
+920
20
$2.07M 0.93%
117,128
-5,982
21
$1.92M 0.86%
16,237
+391
22
$1.79M 0.81%
11,649
+5,512
23
$1.62M 0.73%
31,288
+21,455
24
$1.59M 0.71%
24,994
-8,802
25
$1.57M 0.71%
114,385
+55,288
1
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