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
$517M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.02M
3
+$8.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.58M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$7.73M
4
MDLZ icon
Mondelez International
MDLZ
+$7.16M
5
ABT icon
Abbott
ABT
+$5.76M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 10.56%
3 Financials 7.86%
4 Healthcare 5.8%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-11,492
377
– –
-34,954
378
– –
-12,872
379
– –
-29,436
380
– –
-9,225
381
– –
-11,257
382
– –
-13,923
12 13 14 15
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