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
601
$272K 0.02%
+2,709
602
$272K 0.02%
+1,200
603
$272K 0.02%
+35,128
604
$271K 0.02%
+7,000
605
$271K 0.02%
1,747
+224
606
$270K 0.02%
823
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607
$268K 0.02%
+9,932
608
$268K 0.02%
+5,477
609
$267K 0.02%
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610
$267K 0.02%
8,531
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611
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612
$266K 0.02%
+3,720
613
$264K 0.02%
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614
$264K 0.02%
2,600
615
$262K 0.02%
+8,710
616
$262K 0.02%
+2,259
617
$261K 0.02%
2,228
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618
$260K 0.02%
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$260K 0.02%
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620
$259K 0.02%
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621
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622
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623
$256K 0.02%
+1,021
624
$255K 0.02%
+6,191
625
$255K 0.02%
+18,035
23 24
25
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