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
$3.18B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$34.6M
3
+$34.3M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$27.4M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$21.5M

Top Sells

1
+$40.9M
2
+$35.4M
3
+$27.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.2M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$21.5M

Sector Composition

1 Technology 15.81%
2 Financials 7.46%
3 Healthcare 5.52%
4 Consumer Discretionary 5.4%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.32M 0.07%
12,129
+326
252
$2.32M 0.07%
9,572
-388
253
$2.31M 0.07%
11,184
-863
254
$2.31M 0.07%
17,724
+161
255
$2.3M 0.07%
15,665
+231
256
$2.29M 0.07%
26,249
-653
257
$2.29M 0.07%
25,856
+119
258
$2.26M 0.07%
8,691
+226
259
$2.26M 0.07%
39,025
+6,547
260
$2.25M 0.07%
78,958
+6,736
261
$2.21M 0.07%
17,842
+1,805
262
$2.2M 0.07%
31,477
+2,050
263
$2.2M 0.07%
56,200
264
$2.2M 0.07%
12,264
+2,088
265
$2.19M 0.07%
24,377
+987
266
$2.17M 0.07%
43,107
+700
267
$2.16M 0.07%
96,667
+2,667
268
$2.15M 0.07%
15,660
+1,803
269
$2.15M 0.07%
23,849
-5,630
270
$2.15M 0.07%
85,101
+12,198
271
$2.14M 0.07%
10,829
+1,713
272
$2.12M 0.07%
100,205
+5,796
273
$2.1M 0.07%
9,345
-54
274
$2.1M 0.07%
9,557
+855
275
$2.08M 0.07%
12,320
-195
9 10
11
12 13