AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
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%
+50
602
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603
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604
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605
$3K ﹤0.01%
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606
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607
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608
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610
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611
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612
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614
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615
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$3K ﹤0.01%
+116
617
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619
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620
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621
$3K ﹤0.01%
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622
$2K ﹤0.01%
+36
623
$2K ﹤0.01%
+40
624
$2K ﹤0.01%
+24
625
$2K ﹤0.01%
+60
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