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
1
$22.1M 12.19%
89,138
+81,104
2
$16.2M 8.97%
183,875
+10,807
3
$11.9M 6.55%
173,733
+36,226
4
$9.09M 5.02%
99,700
+35,476
5
$7.43M 4.1%
74,629
+70,568
6
$7.2M 3.97%
75,820
+19,610
7
$3.89M 2.15%
33,224
+30,456
8
$3.64M 2.01%
31,558
+221
9
$3.63M 2.01%
17,860
+13,393
10
$3.19M 1.76%
335,840
+50,760
11
$3.01M 1.66%
77,642
+9,226
12
$2.63M 1.45%
19,060
+5,920
13
$2.58M 1.42%
46,322
+1,431
14
$2.5M 1.38%
8,123
-59,483
15
$2.43M 1.34%
50,995
+13,732
16
$2.17M 1.2%
123,110
+3,528
17
$2.06M 1.14%
33,796
+24,128
18
$2.01M 1.11%
82,594
+3,120
19
$1.99M 1.1%
+984
20
$1.97M 1.09%
34,542
+2,278
21
$1.87M 1.03%
15,846
+573
22
$1.84M 1.02%
74,567
+2,504
23
$1.82M 1.01%
30,311
+2,172
24
$1.53M 0.84%
10,472
+7,727
25
$1.52M 0.84%
3,344
+235
1
2 3 4 5