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
$181M
AUM Growth
+$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$7.03M
3
+$3.57M
4
AAPL icon
Apple
AAPL
+$3.24M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$18.3M
2
+$2.66M
3
+$1.84M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.72M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.04M

Sector Composition

1 Technology 16.49%
2 Consumer Discretionary 6.07%
3 Healthcare 3.21%
4 Communication Services 3.1%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.17%
5,809
-2,183
77
$299K 0.17%
+1,010
78
$275K 0.15%
+709
79
$273K 0.15%
+6,840
80
$265K 0.15%
4,942
+776
81
$261K 0.14%
+5,166
82
$248K 0.14%
+902
83
$248K 0.14%
+6,100
84
$245K 0.14%
9,220
+132
85
$240K 0.13%
+33,209
86
$239K 0.13%
+1,437
87
$233K 0.13%
+536
88
$233K 0.13%
+2,548
89
$231K 0.13%
+4,963
90
$231K 0.13%
+9,957
91
$224K 0.12%
1,567
-4,290
92
$223K 0.12%
+3,619
93
$222K 0.12%
+8,662
94
$221K 0.12%
+2,755
95
$219K 0.12%
+2,070
96
$215K 0.12%
+1,075
97
$215K 0.12%
+1,442
98
$213K 0.12%
+2,173
99
$212K 0.12%
+29,490
100
$211K 0.12%
+978
2 3
4
5 6