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
476
$462K 0.03%
10,699
+990
477
$459K 0.03%
5,392
+1,204
478
$458K 0.03%
1,795
-44
479
$454K 0.03%
+9,497
480
$453K 0.03%
+4,458
481
$453K 0.03%
6,846
-202
482
$450K 0.03%
47,157
483
$450K 0.03%
+5,489
484
$449K 0.03%
+4,178
485
$447K 0.03%
3,865
+1,203
486
$445K 0.03%
+4,283
487
$445K 0.03%
8,291
+3,041
488
$442K 0.03%
+10,200
489
$440K 0.03%
5,158
+1,847
490
$440K 0.03%
+7,983
491
$440K 0.03%
+8,503
492
$439K 0.03%
+3,307
493
$439K 0.03%
9,613
+2,094
494
$436K 0.03%
+11,163
495
$436K 0.03%
37,267
+2,454
496
$432K 0.03%
7,861
+3,553
497
$425K 0.03%
+9,991
498
$424K 0.03%
+10,170
499
$423K 0.03%
+12,550
500
$420K 0.03%
+4,445
18 19
20
21 22