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
651
$235K 0.02%
+1,889
652
$234K 0.02%
+2,841
653
$234K 0.02%
+5,453
654
$233K 0.02%
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$231K 0.02%
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656
$230K 0.02%
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657
$230K 0.02%
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$229K 0.02%
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659
$229K 0.02%
17,254
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660
$229K 0.02%
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7,872
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$225K 0.02%
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667
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674
$219K 0.02%
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675
$218K 0.02%
10,800
25 26
27
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