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
$1.41B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Sells

1 +$4.38M
2 +$4.09M
3 +$3.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Sector Composition

1 Technology 13.45%
2 Healthcare 7.89%
3 Financials 7.69%
4 Consumer Discretionary 5.39%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
-11,345