AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$18.2M
2
+$6.92M
3
+$3.47M
4
AAPL icon
Apple
AAPL
+$2.75M
5
MSFT icon
Microsoft
MSFT
+$2.43M

Top Sells

1
+$17.4M
2
+$2.63M
3
+$1.73M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$964K

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
501
$10K 0.01%
+192
502
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+57
503
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+9
504
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+139
505
– –
0
506
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507
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508
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+1,028
509
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+325
510
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511
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512
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+258
513
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514
$8K ﹤0.01%
+72
515
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516
$8K ﹤0.01%
+392
517
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+374
518
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519
$8K ﹤0.01%
+51
520
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+75
521
$8K ﹤0.01%
+92
522
$8K ﹤0.01%
+97
523
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+503
524
$8K ﹤0.01%
+156
525
$8K ﹤0.01%
+107
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