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
201
$76K 0.04%
+939
202
$76K 0.04%
+557
203
$74K 0.04%
+1,016
204
$74K 0.04%
+432
205
$73K 0.04%
+1,400
206
$71K 0.04%
+2,960
207
$71K 0.04%
+1,368
208
$71K 0.04%
+4,285
209
$70K 0.04%
+1,245
210
$68K 0.04%
+210
211
$67K 0.04%
+4,384
212
$66K 0.04%
+1,230
213
$65K 0.04%
+1,641
214
$65K 0.04%
+2,447
215
$65K 0.04%
+1,152
216
$65K 0.04%
+1,177
217
$64K 0.04%
+451
218
$63K 0.03%
+115
219
$63K 0.03%
+3,250
220
$62K 0.03%
+485
221
$61K 0.03%
+622
222
$60K 0.03%
+1,184
223
$60K 0.03%
+1,208
224
$60K 0.03%
+6,500
225
$60K 0.03%
+515
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