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 7.18%
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
276
$2.11M 0.06%
21,732
-2,117
277
$2.09M 0.06%
13,300
+165
278
$2.09M 0.06%
10,768
-1,361
279
$2.09M 0.06%
10,626
-1,390
280
$2.08M 0.06%
83,347
-1,754
281
$2.07M 0.06%
16,905
+256
282
$2.06M 0.06%
15,086
-2,571
283
$2.06M 0.06%
9,595
-3,318
284
$2.05M 0.06%
3,785
+553
285
$2.05M 0.06%
22,824
+3,183
286
$2.05M 0.06%
31,255
-222
287
$2.04M 0.06%
14,904
-756
288
$2.02M 0.06%
11,652
+34
289
$2.02M 0.06%
19,593
+1,751
290
$2.01M 0.06%
46,042
+5,000
291
$2M 0.06%
6,509
+330
292
$2M 0.06%
22,309
-355
293
$1.98M 0.06%
4,712
+376
294
$1.98M 0.06%
13,656
-1,439
295
$1.98M 0.06%
11,880
+4,451
296
$1.98M 0.06%
17,615
-109
297
$1.98M 0.06%
53,376
+297
298
$1.96M 0.06%
16,607
-72
299
$1.96M 0.06%
16,432
-4,994
300
$1.95M 0.06%
5,939
-423
10 11
12
13 14