AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.8M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$1.82M
3
+$1.77M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Top Sells

1
+$6.64M
2
+$6.45M
3
+$6.27M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.5M

Sector Composition

1 Technology 5.94%
2 Consumer Discretionary 2.14%
3 Communication Services 1.7%
4 Healthcare 0.51%
5 Utilities 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50K 0.07%
+13,262
52
– –
-6,673
53
– –
-101,251
54
– –
-18,910
1 2
3