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
351
$1.51M 0.05%
27,880
-3,630
352
$1.5M 0.05%
20,704
+3,748
353
$1.5M 0.05%
23,746
-475
354
$1.49M 0.05%
13,271
-1,694
355
$1.49M 0.05%
15,750
356
$1.46M 0.04%
5,646
-150
357
$1.46M 0.04%
6,055
+1,011
358
$1.46M 0.04%
73,638
-1,299
359
$1.46M 0.04%
9,865
+357
360
$1.46M 0.04%
18,956
-2,364
361
$1.46M 0.04%
26,639
+598
362
$1.44M 0.04%
73,037
-2,447
363
$1.42M 0.04%
38,000
364
$1.42M 0.04%
1,572
+192
365
$1.42M 0.04%
39,245
+223
366
$1.41M 0.04%
8,390
-1,585
367
$1.41M 0.04%
12,446
+11
368
$1.4M 0.04%
17,878
+5,900
369
$1.39M 0.04%
2,569
-19
370
$1.39M 0.04%
19,264
-420
371
$1.39M 0.04%
6,923
+739
372
$1.38M 0.04%
28,411
+13,291
373
$1.38M 0.04%
26,100
-4,255
374
$1.37M 0.04%
37,493
375
$1.36M 0.04%
27,859
+2,684
13 14
15
16 17