AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
This Quarter Return
+3.86%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$87.1M
AUM Growth
+$87.1M
(+15%)
Cap. Flow
+$8.89M
Cap. Flow
% of AUM
10.2%
Top 10 Holdings %
Top 10 Hldgs %
65.12%
Holding
99
New
48
Increased
27
Reduced
19
Closed
1
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.31M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$628K |
| 3 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$456K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$425K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$250K |
Top Sells
Sector Composition
| 1 | Technology | 7.24% |
| 2 | Consumer Discretionary | 2.68% |
| 3 | Communication Services | 2.25% |
| 4 | Financials | 1.09% |
| 5 | Healthcare | 0.68% |
