AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
This Quarter Return
-10.82%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.14%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$12.8M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$6.66M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$6.52M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$6.52M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
$6.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.01% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Communication Services | 1.12% |
| 4 | Healthcare | 0.32% |
| 5 | Financials | 0.3% |
