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
351
$1.5M 0.05%
21,739
+218
352
$1.48M 0.05%
5,703
+3,974
353
$1.47M 0.05%
12,435
-180
354
$1.47M 0.05%
39,022
-3,897
355
$1.46M 0.05%
21,320
+597
356
$1.46M 0.05%
15,404
+5,014
357
$1.46M 0.05%
18,625
-1,926
358
$1.45M 0.05%
24,969
+6,519
359
$1.45M 0.05%
26,041
+238
360
$1.45M 0.05%
5,796
-1,613
361
$1.44M 0.05%
43,736
+520
362
$1.44M 0.05%
16,660
-3,627
363
$1.44M 0.05%
75,484
+800
364
$1.43M 0.05%
14,170
-168
365
$1.42M 0.04%
33,200
366
$1.42M 0.04%
8,588
+1,707
367
$1.41M 0.04%
91,739
+7,593
368
$1.41M 0.04%
15,750
+366
369
$1.4M 0.04%
1,380
+60
370
$1.4M 0.04%
7,060
-1,312
371
$1.39M 0.04%
9,668
+30
372
$1.39M 0.04%
51,258
-2,919
373
$1.39M 0.04%
38,000
374
$1.38M 0.04%
32,770
+12,276
375
$1.37M 0.04%
23,678
+1,045
13 14
15
16 17