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
601
$3K ﹤0.01%
+90
602
$3K ﹤0.01%
+82
603
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+30
604
$3K ﹤0.01%
+67
605
$3K ﹤0.01%
+71
606
$3K ﹤0.01%
+154
607
$3K ﹤0.01%
+94
608
$3K ﹤0.01%
+21
609
$3K ﹤0.01%
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610
$3K ﹤0.01%
+69
611
$3K ﹤0.01%
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612
$3K ﹤0.01%
+216
613
$3K ﹤0.01%
+116
614
$3K ﹤0.01%
+100
615
$3K ﹤0.01%
+7
616
$3K ﹤0.01%
+20
617
$3K ﹤0.01%
+73
618
$3K ﹤0.01%
+188
619
$3K ﹤0.01%
+101
620
$3K ﹤0.01%
+22
621
$3K ﹤0.01%
+10,000
622
$2K ﹤0.01%
+104
623
$2K ﹤0.01%
+13
624
$2K ﹤0.01%
+37
625
$2K ﹤0.01%
+48
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