AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
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
+$18.2M
2
+$6.92M
3
+$3.47M
4
AAPL icon
Apple
AAPL
+$2.75M
5
MSFT icon
Microsoft
MSFT
+$2.43M

Top Sells

1
+$17.4M
2
+$2.63M
3
+$1.73M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$964K

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
726
$1K ﹤0.01%
+12
727
$1K ﹤0.01%
+48
728
$1K ﹤0.01%
+20
729
$1K ﹤0.01%
+5
730
$1K ﹤0.01%
+121
731
$1K ﹤0.01%
+40
732
$1K ﹤0.01%
+19
733
$1K ﹤0.01%
+7
734
$1K ﹤0.01%
+22
735
$1K ﹤0.01%
+17
736
$1K ﹤0.01%
+36
737
$1K ﹤0.01%
+85
738
$0 ﹤0.01%
+2
739
$0 ﹤0.01%
+3
740
$0 ﹤0.01%
+1
741
$0 ﹤0.01%
+9
742
$0 ﹤0.01%
+4
743
$0 ﹤0.01%
+38
744
$0 ﹤0.01%
+70
745
$0 ﹤0.01%
+27
746
$0 ﹤0.01%
+1
747
$0 ﹤0.01%
+5
748
$0 ﹤0.01%
+6
749
$0 ﹤0.01%
+29
750
$0 ﹤0.01%
+20
27 28 29
30
31