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
551
$342K 0.03%
+2,435
552
$341K 0.03%
33,950
+23,750
553
$340K 0.03%
+5,665
554
$338K 0.03%
3,680
+2,074
555
$337K 0.03%
+1,242
556
$337K 0.03%
+11,693
557
$334K 0.03%
7,505
-7,288
558
$334K 0.03%
23,793
+23
559
$328K 0.02%
+9,450
560
$324K 0.02%
+6,637
561
$323K 0.02%
1,278
-115
562
$322K 0.02%
+5,035
563
$322K 0.02%
+1,596
564
$318K 0.02%
+8,937
565
$316K 0.02%
3,882
+136
566
$314K 0.02%
+8,323
567
$314K 0.02%
21,473
568
$312K 0.02%
+1,705
569
$311K 0.02%
473
+89
570
$311K 0.02%
+1,363
571
$309K 0.02%
+2,204
572
$307K 0.02%
9,678
+625
573
$306K 0.02%
+5,396
574
$302K 0.02%
2,157
+273
575
$302K 0.02%
1,603
+220
21 22
23
24 25