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
376
$722K 0.05%
+19,105
377
$722K 0.05%
29,689
+18,392
378
$714K 0.05%
4,209
-602
379
$714K 0.05%
4,690
+3,743
380
$713K 0.05%
+16,028
381
$713K 0.05%
10,717
+4,035
382
$712K 0.05%
2,533
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383
$697K 0.05%
25,000
+7,000
384
$697K 0.05%
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385
$693K 0.05%
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386
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8,215
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387
$689K 0.05%
2,148
+1,363
388
$686K 0.05%
+4,236
389
$682K 0.05%
58,215
-10,313
390
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10,455
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391
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5,479
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396
$658K 0.05%
20,476
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397
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+18,248
398
$644K 0.05%
+1,663
399
$643K 0.05%
+46,763
400
$641K 0.05%
+19,038
14 15
16
17 18