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
251
$2.31M 0.07%
13,110
+1,330
252
$2.31M 0.07%
25,118
-26,166
253
$2.3M 0.07%
24,584
+3,738
254
$2.28M 0.07%
21,272
+2,236
255
$2.28M 0.07%
48,525
+18,847
256
$2.26M 0.07%
56,200
257
$2.23M 0.07%
48,727
+3,728
258
$2.22M 0.07%
40,959
+1,934
259
$2.21M 0.07%
201,393
+593
260
$2.19M 0.07%
5,031
-109
261
$2.19M 0.07%
17,218
-1,044
262
$2.19M 0.07%
9,527
+5,908
263
$2.18M 0.07%
30,579
+1,810
264
$2.18M 0.07%
21,324
-4,532
265
$2.17M 0.07%
12,486
-1,292
266
$2.16M 0.07%
14,815
-1,884
267
$2.16M 0.07%
42,774
-333
268
$2.16M 0.07%
64,616
+5,696
269
$2.14M 0.07%
8,661
-30
270
$2.14M 0.07%
12,273
+9
271
$2.14M 0.07%
13,120
-787
272
$2.14M 0.07%
28,360
-14,092
273
$2.13M 0.06%
77,636
-1,322
274
$2.13M 0.06%
35,895
+26,038
275
$2.12M 0.06%
13,510
+1,548
9 10
11
12 13