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
101
$211K 0.12%
+896
102
$207K 0.11%
+1,794
103
$206K 0.11%
+798
104
$204K 0.11%
+3,677
105
$202K 0.11%
+2,108
106
$201K 0.11%
+1,216
107
$201K 0.11%
+126
108
$199K 0.11%
+4,460
109
$198K 0.11%
+2,614
110
$193K 0.11%
3,254
-870
111
$192K 0.11%
+965
112
$191K 0.11%
+1,324
113
$190K 0.1%
+4,205
114
$189K 0.1%
+1,115
115
$188K 0.1%
+1,679
116
$184K 0.1%
+1,124
117
$183K 0.1%
+958
118
$181K 0.1%
+10,800
119
$180K 0.1%
+2,110
120
$179K 0.1%
+9,308
121
$177K 0.1%
+2,302
122
$176K 0.1%
+1,892
123
$175K 0.1%
+745
124
$173K 0.1%
+959
125
$172K 0.1%
+10,049
3 4
5
6 7