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
276
$40K 0.02%
+345
277
$39K 0.02%
+652
278
$39K 0.02%
+1,283
279
$39K 0.02%
+559
280
$39K 0.02%
+1,553
281
$39K 0.02%
+536
282
$38K 0.02%
+924
283
$38K 0.02%
+1,123
284
$37K 0.02%
+926
285
$37K 0.02%
+430
286
$37K 0.02%
+2,655
287
$36K 0.02%
+123
288
$36K 0.02%
+410
289
$35K 0.02%
+259
290
$35K 0.02%
+822
291
$35K 0.02%
+213
292
$35K 0.02%
+613
293
$35K 0.02%
+313
294
$35K 0.02%
+69
295
$35K 0.02%
+113
296
$34K 0.02%
+673
297
$34K 0.02%
+406
298
$34K 0.02%
+544
299
$33K 0.02%
+259
300
$33K 0.02%
+1,250
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