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
26
$1.38M 0.76%
25,428
+1,653
27
$1.38M 0.76%
13,598
+784
28
$1.34M 0.74%
49,232
-2,169
29
$1.34M 0.74%
30,726
-258
30
$1.18M 0.65%
22,891
-3,352
31
$1.09M 0.6%
+8,233
32
$1.02M 0.56%
+32,210
33
$961K 0.53%
8,619
+2,934
34
$918K 0.51%
2,965
+445
35
$915K 0.51%
+16,154
36
$893K 0.49%
3,566
+142
37
$837K 0.46%
7,659
+1,562
38
$775K 0.43%
+2,627
39
$760K 0.42%
+59,097
40
$718K 0.4%
25,536
-26,526
41
$699K 0.39%
+14,676
42
$691K 0.38%
+2,277
43
$684K 0.38%
3,012
+1,056
44
$658K 0.36%
+6,137
45
$628K 0.35%
+14,036
46
$618K 0.34%
8,740
+4,560
47
$593K 0.33%
3,787
-11,730
48
$588K 0.32%
+9,833
49
$570K 0.31%
3,092
+544
50
$560K 0.31%
+5,951
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