AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
176
$94K 0.05%
+2,358
177
$92K 0.05%
+921
178
$92K 0.05%
+2,348
179
$89K 0.05%
+1,130
180
$89K 0.05%
+1,354
181
$88K 0.05%
+1,255
182
$88K 0.05%
+901
183
$87K 0.05%
+664
184
$86K 0.05%
+451
185
$86K 0.05%
+494
186
$86K 0.05%
+937
187
$86K 0.05%
+1,995
188
$85K 0.05%
+1,328
189
$85K 0.05%
+3,508
190
$84K 0.05%
+4,806
191
$84K 0.05%
+922
192
$84K 0.05%
+1,636
193
$81K 0.04%
+2,729
194
$80K 0.04%
+990
195
$80K 0.04%
+1,343
196
$79K 0.04%
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197
$79K 0.04%
+1,000
198
$79K 0.04%
+374
199
$78K 0.04%
+1,207
200
$77K 0.04%
+1,006
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