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
276
$2.08M 0.07%
20,082
-4,824
277
$2.08M 0.07%
44,999
-12,540
278
$2.08M 0.07%
74,107
+2,161
279
$2.07M 0.07%
19,036
+1,685
280
$2.07M 0.07%
4,725
-231
281
$2.07M 0.07%
13,907
-925
282
$2.05M 0.06%
16,649
-184
283
$2.05M 0.06%
58,920
+31,966
284
$2.04M 0.06%
11,962
+4,589
285
$2.03M 0.06%
25,042
+1,918
286
$2.03M 0.06%
21,246
+189
287
$2.03M 0.06%
24,112
+915
288
$2.02M 0.06%
6,831
+1,477
289
$2.02M 0.06%
41,042
-23,443
290
$2M 0.06%
13,135
-2,800
291
$1.99M 0.06%
53,079
+2,874
292
$1.99M 0.06%
53,601
+20,832
293
$1.97M 0.06%
20,846
-706
294
$1.97M 0.06%
148,082
-826
295
$1.96M 0.06%
16,718
-1,920
296
$1.94M 0.06%
3,709
+198
297
$1.93M 0.06%
200,800
298
$1.92M 0.06%
6,179
-269
299
$1.92M 0.06%
11,780
+2,469
300
$1.91M 0.06%
6,362
+864
10 11
12
13 14