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
301
$32K 0.02%
+390
302
$32K 0.02%
+845
303
$31K 0.02%
+919
304
$31K 0.02%
+288
305
$31K 0.02%
+675
306
$31K 0.02%
+2,040
307
$31K 0.02%
+617
308
$31K 0.02%
+211
309
$30K 0.02%
+3,070
310
$30K 0.02%
+224
311
$30K 0.02%
+577
312
$29K 0.02%
+1,129
313
$29K 0.02%
+206
314
$29K 0.02%
+89
315
$29K 0.02%
+491
316
$29K 0.02%
+3,750
317
$28K 0.02%
+225
318
$28K 0.02%
+1,296
319
$28K 0.02%
+325
320
$28K 0.02%
+172
321
$28K 0.02%
+466
322
$28K 0.02%
+508
323
$27K 0.01%
+329
324
$27K 0.01%
+1,250
325
$27K 0.01%
+2,807