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
$181M
AUM Growth
+$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$7.03M
3
+$3.57M
4
AAPL icon
Apple
AAPL
+$3.24M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$18.3M
2
+$2.66M
3
+$1.84M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.72M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.04M

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
51
$558K 0.31%
7,568
+3,237
52
$529K 0.29%
42,810
-138,990
53
$526K 0.29%
+110,955
54
$519K 0.29%
3,689
+1,518
55
$488K 0.27%
+1,652
56
$432K 0.24%
8,215
+3,281
57
$428K 0.24%
2,397
+1,272
58
$427K 0.24%
+3,571
59
$416K 0.23%
+4,657
60
$411K 0.23%
5,800
+2,340
61
$407K 0.22%
+13,123
62
$397K 0.22%
+3,226
63
$395K 0.22%
4,940
+762
64
$381K 0.21%
+2,178
65
$381K 0.21%
2,324
+534
66
$375K 0.21%
12,510
-88,860
67
$361K 0.2%
1,871
+585
68
$348K 0.19%
+962
69
$341K 0.19%
+21,567
70
$340K 0.19%
12,054
+1,026
71
$332K 0.18%
5,524
+1,864
72
$324K 0.18%
+8,300
73
$322K 0.18%
+14,120
74
$314K 0.17%
+8,131
75
$308K 0.17%
+1,432
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3
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