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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.66M
3
+$6.52M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.52M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$6.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.01%
2 Consumer Discretionary 1.43%
3 Communication Services 1.12%
4 Healthcare 0.32%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$727K 0.67%
+6,673
27
$723K 0.67%
+19,740
28
$642K 0.59%
+1,892
29
$559K 0.52%
+155,440
30
$449K 0.41%
+9,294
31
$424K 0.39%
+9,403
32
$420K 0.39%
+16,908
33
$358K 0.33%
+2,584
34
$351K 0.32%
+4,940
35
$330K 0.3%
+4,298
36
$328K 0.3%
+9,090
37
$317K 0.29%
+5,680
38
$305K 0.28%
+4,163
39
$295K 0.27%
+3,356
40
$276K 0.25%
+4,481
41
$268K 0.25%
+13,601
42
$257K 0.24%
+1,542
43
$223K 0.21%
+13,240
44
$208K 0.19%
+28,811
45
$112K 0.1%
+33,209
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