AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$19.8M
3
+$8.49M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.17M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.07M

Top Sells

1
+$56.1M
2
+$42.8M
3
+$28.3M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.53M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 12.83%
2 Financials 8.83%
3 Healthcare 7.34%
4 Consumer Discretionary 6%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$922K 0.07%
17,655
+2,102
302
$920K 0.07%
215,421
-16,976
303
$909K 0.07%
57,320
+27,928
304
$904K 0.07%
10,329
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305
$903K 0.07%
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306
$901K 0.07%
8,311
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307
$897K 0.07%
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308
$892K 0.07%
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309
$885K 0.07%
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310
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21,433
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311
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312
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20,559
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313
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314
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2,219
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315
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4,149
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320
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15,025
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1,350
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323
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10,850
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$850K 0.06%
3,463
+1,491
325
$848K 0.06%
8,257
-236
11 12
13
14 15