AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.4M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$14.7M
3
+$10.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.92M

Top Sells

1
+$19.1M
2
+$13.5M
3
+$8.91M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.53M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$2.69M

Sector Composition

1 Technology 9.48%
2 Consumer Discretionary 3.57%
3 Communication Services 2.55%
4 Healthcare 0.62%
5 Utilities 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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