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
526
$376K 0.03%
24,074
+1,500
527
$376K 0.03%
1,003
+182
528
$374K 0.03%
1,467
+251
529
$372K 0.03%
+3,035
530
$372K 0.03%
40,583
-3,400
531
$369K 0.03%
17,564
+2,221
532
$366K 0.03%
+1,851
533
$365K 0.03%
+788
534
$365K 0.03%
4,190
+217
535
$364K 0.03%
11,888
+1,740
536
$361K 0.03%
+4,442
537
$361K 0.03%
553
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538
$361K 0.03%
+4,277
539
$360K 0.03%
4,610
540
$360K 0.03%
+8,731
541
$359K 0.03%
+2,000
542
$358K 0.03%
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543
$356K 0.03%
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544
$353K 0.03%
+5,140
545
$352K 0.03%
8,620
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546
$350K 0.03%
+12,700
547
$347K 0.03%
2,675
-35
548
$346K 0.03%
+6,565
549
$346K 0.03%
10,298
+3,009
550
$345K 0.03%
+3,099
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