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
$2.07B
AUM Growth
+$443M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.4M
3
+$10.8M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$9.64M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.79M

Top Sells

1
+$9.72M
2
+$8.09M
3
+$7.93M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.03M
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.9M

Sector Composition

1 Technology 15.71%
2 Financials 6.84%
3 Healthcare 5.69%
4 Consumer Discretionary 5.54%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$212K 0.01%
8,650
-1,218
852
$211K 0.01%
+2,036
853
$211K 0.01%
+2,699
854
$210K 0.01%
+6,890
855
$209K 0.01%
+470
856
$209K 0.01%
1,721
-578
857
$209K 0.01%
+2,027
858
$205K 0.01%
+2,446
859
$205K 0.01%
1,701
-996
860
$204K 0.01%
+2,115
861
$204K 0.01%
1,218
-247
862
$204K 0.01%
+2,437
863
$203K 0.01%
+1,679
864
$203K 0.01%
+6,090
865
$203K 0.01%
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866
$203K 0.01%
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$202K 0.01%
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$202K 0.01%
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869
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870
$201K 0.01%
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$201K 0.01%
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872
$201K 0.01%
+704
873
$200K 0.01%
+6,535
874
$200K 0.01%
+1,619
875
$200K 0.01%
14,942
33 34
35
36 37