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
$3.28B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$26.9M
3
+$25.5M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$16.8M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$16.6M

Top Sells

1
+$27.8M
2
+$22M
3
+$20.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$18.8M
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$18.2M

Sector Composition

1 Technology 17.34%
2 Financials 7.17%
3 Healthcare 5.14%
4 Consumer Discretionary 5.08%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.66M 0.08%
11,648
+819
227
$2.66M 0.08%
51,366
+38,454
228
$2.62M 0.08%
125,604
-84,461
229
$2.61M 0.08%
29,257
+365
230
$2.6M 0.08%
26,648
+399
231
$2.56M 0.08%
9,902
+330
232
$2.55M 0.08%
4,291
+203
233
$2.53M 0.08%
+27,686
234
$2.52M 0.08%
45,910
-3,171
235
$2.51M 0.08%
22,143
+163
236
$2.5M 0.08%
+24,380
237
$2.49M 0.08%
44,013
+1,393
238
$2.48M 0.08%
11,921
+737
239
$2.44M 0.07%
29,826
-11,133
240
$2.41M 0.07%
16,573
+908
241
$2.41M 0.07%
31,384
-42,260
242
$2.4M 0.07%
51,390
-193
243
$2.4M 0.07%
26,257
+1,880
244
$2.4M 0.07%
+35,350
245
$2.39M 0.07%
10,221
-1,210
246
$2.36M 0.07%
10,823
+286
247
$2.35M 0.07%
26,856
+1,976
248
$2.35M 0.07%
111,806
+11,601
249
$2.33M 0.07%
25,359
-7,389
250
$2.32M 0.07%
27,611
-4,648
8 9
10
11 12