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
326
$1.7M 0.05%
4,336
-115
327
$1.69M 0.05%
24,221
+546
328
$1.68M 0.05%
9,508
+525
329
$1.68M 0.05%
2,997
+229
330
$1.68M 0.05%
3,232
+104
331
$1.67M 0.05%
4,767
-1,130
332
$1.65M 0.05%
31,510
-6,875
333
$1.65M 0.05%
14,965
+8,569
334
$1.65M 0.05%
43,982
+588
335
$1.64M 0.05%
30,355
+1,530
336
$1.64M 0.05%
1,705
+418
337
$1.64M 0.05%
37,842
+1,423
338
$1.59M 0.05%
2,588
-90
339
$1.58M 0.05%
15,571
-15
340
$1.58M 0.05%
33,692
+1,947
341
$1.58M 0.05%
55,335
-3,392
342
$1.58M 0.05%
7,977
-1,352
343
$1.57M 0.05%
74,814
-1,927
344
$1.57M 0.05%
8,359
+174
345
$1.56M 0.05%
9,666
+272
346
$1.55M 0.05%
12,021
+1,521
347
$1.55M 0.05%
9,975
-1,827
348
$1.55M 0.05%
28,769
+3,106
349
$1.54M 0.05%
7,921
+249
350
$1.53M 0.05%
35,853
-2,645
12 13
14
15 16