AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
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
+$18.2M
2
+$6.92M
3
+$3.47M
4
AAPL icon
Apple
AAPL
+$2.75M
5
MSFT icon
Microsoft
MSFT
+$2.43M

Top Sells

1
+$17.4M
2
+$2.63M
3
+$1.73M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$964K

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
126
$170K 0.09%
+465
127
$169K 0.09%
+1,924
128
$168K 0.09%
+1,807
129
$168K 0.09%
+812
130
$167K 0.09%
+2,667
131
$166K 0.09%
6,206
-3,186
132
$163K 0.09%
+2,963
133
$162K 0.09%
+867
134
$162K 0.09%
+2,211
135
$162K 0.09%
+9,381
136
$162K 0.09%
+2,250
137
$160K 0.09%
+7,542
138
$159K 0.09%
+980
139
$158K 0.09%
+1,007
140
$158K 0.09%
+1,170
141
$157K 0.09%
+1,049
142
$151K 0.08%
+2,811
143
$145K 0.08%
+789
144
$142K 0.08%
9,524
-8,304
145
$141K 0.08%
+5,947
146
$138K 0.08%
+535
147
$136K 0.08%
+581
148
$133K 0.07%
+700
149
$131K 0.07%
+1,968
150
$130K 0.07%
+1,450
4 5
6
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