AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
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
+$18.2M
2
+$6.92M
3
+$3.47M
4
AAPL icon
Apple
AAPL
+$2.75M
5
MSFT icon
Microsoft
MSFT
+$2.43M

Top Sells

1
+$17.4M
2
+$2.63M
3
+$1.73M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$964K

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%
+322
253
$48K 0.03%
+502
254
$47K 0.03%
+203
255
$47K 0.03%
+892
256
$47K 0.03%
+425
257
$46K 0.03%
+400
258
$46K 0.03%
+555
259
$45K 0.02%
+550
260
$45K 0.02%
+601
261
$44K 0.02%
+185
262
$44K 0.02%
+329
263
$44K 0.02%
+2,498
264
$44K 0.02%
+3
265
$43K 0.02%
+1,919
266
$43K 0.02%
+741
267
$43K 0.02%
+286
268
$43K 0.02%
+1,091
269
$43K 0.02%
+1,421
270
$42K 0.02%
+819
271
$42K 0.02%
+296
272
$42K 0.02%
+865
273
$41K 0.02%
+914
274
$41K 0.02%
+638
275
$40K 0.02%
+455
9 10
11
12 13