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
151
$129K 0.07%
+10,200
152
$126K 0.07%
+1,381
153
$125K 0.07%
+665
154
$121K 0.07%
+630
155
$120K 0.07%
+948
156
$119K 0.07%
+1,117
157
$119K 0.07%
3,355
-5,945
158
$119K 0.07%
+387
159
$118K 0.07%
+2,295
160
$116K 0.06%
+456
161
$114K 0.06%
+1,829
162
$113K 0.06%
+4,110
163
$112K 0.06%
6,884
-26,964
164
$111K 0.06%
+2,171
165
$111K 0.06%
+8,325
166
$111K 0.06%
+2,209
167
$107K 0.06%
+3,383
168
$104K 0.06%
+8,484
169
$102K 0.06%
+1,740
170
$100K 0.06%
+1,000
171
$100K 0.06%
+668
172
$100K 0.06%
+525
173
$100K 0.06%
+494
174
$100K 0.06%
+2,649
175
$97K 0.05%
+1,197
5 6
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