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
301
$1.9M 0.06%
19,641
-1,130
302
$1.89M 0.06%
28,190
+4,202
303
$1.88M 0.06%
11,528
+1,028
304
$1.88M 0.06%
16,679
-33
305
$1.87M 0.06%
13,778
+1,147
306
$1.87M 0.06%
62,722
-4,429
307
$1.85M 0.06%
81,378
-12,768
308
$1.85M 0.06%
14,417
+2,764
309
$1.85M 0.06%
73,216
-21,464
310
$1.85M 0.06%
55,000
-300
311
$1.85M 0.06%
7,035
+758
312
$1.85M 0.06%
44,171
-2,713
313
$1.84M 0.06%
21,414
+361
314
$1.83M 0.06%
33,843
+227
315
$1.82M 0.06%
22,664
-1,448
316
$1.82M 0.06%
19,916
-146
317
$1.8M 0.06%
24,880
-96
318
$1.79M 0.06%
49,518
-1,731
319
$1.79M 0.06%
14,835
+1,683
320
$1.79M 0.06%
91,502
+1,194
321
$1.78M 0.06%
85,381
+13,222
322
$1.77M 0.06%
45,459
-1,317
323
$1.77M 0.06%
35,260
-6,349
324
$1.76M 0.06%
32,104
+2,290
325
$1.73M 0.05%
15,280
-2,648
11 12
13
14 15