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
301
$1.94M 0.06%
61,764
-942
302
$1.93M 0.06%
7,375
+544
303
$1.92M 0.06%
4,502
-223
304
$1.91M 0.06%
3,317
-392
305
$1.91M 0.06%
55,000
306
$1.89M 0.06%
90,914
+5,533
307
$1.89M 0.06%
32,027
-15,153
308
$1.88M 0.06%
84,867
-11,800
309
$1.88M 0.06%
39,562
+4,302
310
$1.87M 0.06%
27,275
-5,711
311
$1.87M 0.06%
21,308
-106
312
$1.87M 0.06%
15,933
-785
313
$1.86M 0.06%
138,656
-9,426
314
$1.84M 0.06%
55,046
+1,445
315
$1.84M 0.06%
41,938
-2,233
316
$1.8M 0.05%
12,777
+1,249
317
$1.8M 0.05%
22,215
-1,897
318
$1.8M 0.05%
13,060
-1,090
319
$1.79M 0.05%
50,210
+692
320
$1.78M 0.05%
9,707
+1,786
321
$1.78M 0.05%
14,401
-16
322
$1.77M 0.05%
+59,625
323
$1.76M 0.05%
1,675
-30
324
$1.76M 0.05%
45,055
+37,817
325
$1.76M 0.05%
12,723
+702
11 12
13
14 15