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
$181M
AUM Growth
+$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$7.03M
3
+$3.57M
4
AAPL icon
Apple
AAPL
+$3.24M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$18.3M
2
+$2.66M
3
+$1.84M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.72M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.04M

Sector Composition

1 Technology 16.49%
2 Consumer Discretionary 6.07%
3 Healthcare 3.21%
4 Communication Services 3.1%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.03%
+6,844
252
$48K 0.03%
+502
253
$48K 0.03%
+322
254
$47K 0.03%
+425
255
$47K 0.03%
+446
256
$47K 0.03%
+203
257
$46K 0.03%
+555
258
$46K 0.03%
+400
259
$45K 0.02%
+601
260
$45K 0.02%
+550
261
$44K 0.02%
+3
262
$44K 0.02%
+2,498
263
$44K 0.02%
+329
264
$44K 0.02%
+185
265
$43K 0.02%
+1,421
266
$43K 0.02%
+1,091
267
$43K 0.02%
+286
268
$43K 0.02%
+741
269
$43K 0.02%
+803
270
$42K 0.02%
+865
271
$42K 0.02%
+296
272
$42K 0.02%
+819
273
$41K 0.02%
+638
274
$41K 0.02%
+914
275
$40K 0.02%
+345
9 10
11
12 13