AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
1-Year Return
17.88%
This Quarter Return
+10.1%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$223M
AUM Growth
+$41.7M
(+23%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
13.42%
Top 10 Holdings %
Top 10 Hldgs %
48.56%
Holding
770
New
5
Increased
122
Reduced
25
Closed
611
Top Buys
| 1 |
Apple
AAPL
|
$5.84M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.33M |
| 3 |
Amazon
AMZN
|
$1.33M |
| 4 |
NVIDIA
NVDA
|
$1.25M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.2M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$560K |
| 2 |
Roper Technologies
ROP
|
$275K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$260K |
| 4 |
Cisco
CSCO
|
$231K |
| 5 |
CSX Corp
CSX
|
$231K |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Consumer Discretionary | 7.91% |
| 3 | Healthcare | 3.95% |
| 4 | Communication Services | 3.87% |
| 5 | Financials | 3.4% |
