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
$369M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$8.59M
4
MDLZ icon
Mondelez International
MDLZ
+$7.63M
5
AAPL icon
Apple
AAPL
+$7.23M

Top Sells

1
+$4.67M
2
+$2.99M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.56M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.54M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 8.82%
3 Consumer Discretionary 6.25%
4 Financials 5.86%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-11,611
202
– –
-486
203
– –
-1,680
204
– –
-4,606
205
– –
-760
206
– –
-5,352
207
– –
-756
208
– –
-2,146
209
– –
-1,484
210
– –
-1,891
211
– –
-9,763
212
– –
-3,226
213
– –
-1,165
214
– –
-1,154
215
– –
-9,220
216
– –
-1,891
217
– –
-239,569
218
– –
-13,821
219
– –
-10,668
220
– –
-2,460
221
– –
-14,050
222
– –
-58,668
223
– –
-3,003
224
– –
-2,149
225
– –
-1,942
7 8
9
10 11