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
326
$1.75M 0.05%
91,110
-392
327
$1.75M 0.05%
65,788
-7,428
328
$1.75M 0.05%
43,423
+14,832
329
$1.73M 0.05%
24,244
-798
330
$1.72M 0.05%
35,400
+1,708
331
$1.71M 0.05%
3,543
+546
332
$1.7M 0.05%
54,663
-34,039
333
$1.67M 0.05%
43,021
-2,438
334
$1.66M 0.05%
108,256
+16,517
335
$1.64M 0.05%
28,282
+92
336
$1.64M 0.05%
31,006
-2,837
337
$1.63M 0.05%
43,719
-263
338
$1.63M 0.05%
41,953
-1,783
339
$1.61M 0.05%
30,383
-31,560
340
$1.61M 0.05%
30,259
-16,846
341
$1.6M 0.05%
4,383
-384
342
$1.57M 0.05%
17,128
+1,724
343
$1.55M 0.05%
14,308
-972
344
$1.55M 0.05%
36,769
+916
345
$1.54M 0.05%
15,476
-95
346
$1.53M 0.05%
7,870
-489
347
$1.53M 0.05%
7,750
+1,222
348
$1.52M 0.05%
72,116
-2,698
349
$1.51M 0.05%
7,782
-195
350
$1.51M 0.05%
5,950
+247
12 13
14
15 16