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
$87.1M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$628K
3
+$456K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$250K

Top Sells

1
+$213K
2
+$108K
3
+$102K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$82K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$78.1K

Sector Composition

1 Technology 7.24%
2 Consumer Discretionary 2.68%
3 Communication Services 2.25%
4 Financials 1.09%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77K 0.09%
+373
77
$72K 0.08%
+339
78
$71K 0.08%
+634
79
$71K 0.08%
+2,345
80
$71K 0.08%
+1,156
81
$69K 0.08%
+1,818
82
$69K 0.08%
+558
83
$69K 0.08%
+2,608
84
$69K 0.08%
+554
85
$68K 0.08%
+521
86
$68K 0.08%
+622
87
$67K 0.08%
+834
88
$64K 0.07%
+1,432
89
$63K 0.07%
+1,197
90
$61K 0.07%
+1,000
91
$59K 0.07%
+461
92
$57K 0.07%
+934
93
$55K 0.06%
+3,125
94
$53K 0.06%
+627
95
$53K 0.06%
+3,570
96
$51K 0.06%
+1,241
97
$50K 0.06%
+876
98
$50K 0.06%
+431
99
– –
-13,262
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