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
$223M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$1.33M
3
+$1.3M
4
BND icon
Vanguard Total Bond Market
BND
+$1.21M
5
AME icon
Ametek
AME
+$1.14M

Top Sells

1
+$563K
2
+$275K
3
+$257K
4
CSCO icon
Cisco
CSCO
+$231K
5
CSX icon
CSX Corp
CSX
+$231K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 7.91%
3 Healthcare 3.95%
4 Communication Services 3.87%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.09%
1,250
+461
152
$204K 0.09%
1,457
+856
153
$202K 0.09%
855
+330
154
$176K 0.08%
10,359
+159
155
$175K 0.08%
14,050
+5,725
156
$173K 0.08%
10,800
157
$171K 0.08%
+10,668
158
$95K 0.04%
11,611
+7,861
159
$36K 0.02%
5
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