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
$87.1M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$628K
3
+$456K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$250K

Top Sells

1
+$213K
2
+$108K
3
+$102K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$82K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$78.1K

Sector Composition

1 Technology 7.24%
2 Consumer Discretionary 2.68%
3 Communication Services 2.25%
4 Financials 1.09%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.18%
+1,281
52
$159K 0.18%
+1,189
53
$152K 0.17%
+2,587
54
$147K 0.17%
4,468
-2,114
55
$147K 0.17%
+1,114
56
$144K 0.17%
+1,651
57
$136K 0.16%
+5,356
58
$130K 0.15%
+1,184
59
$129K 0.15%
33,209
60
$126K 0.14%
+4,322
61
$124K 0.14%
+818
62
$113K 0.13%
+614
63
$110K 0.13%
+982
64
$101K 0.12%
+580
65
$100K 0.11%
+633
66
$100K 0.11%
+1,743
67
$100K 0.11%
+2,042
68
$94K 0.11%
+1,740
69
$93K 0.11%
+668
70
$91K 0.1%
+1,400
71
$90K 0.1%
+530
72
$89K 0.1%
+337
73
$86K 0.1%
+2,454
74
$86K 0.1%
+1,787
75
$80K 0.09%
+1,397
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3
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