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
$2.07B
AUM Growth
+$443M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.9M
3
+$11.7M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$10.4M
5
NVDA icon
NVIDIA
NVDA
+$9.97M

Top Sells

1
+$9.94M
2
+$8.46M
3
+$8.37M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.01M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.98M

Sector Composition

1 Technology 15.71%
2 Financials 6.84%
3 Healthcare 5.69%
4 Consumer Discretionary 5.54%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.06M 0.05%
+2,287
377
$1.04M 0.05%
33,700
378
$1.03M 0.05%
12,371
+3,825
379
$1.03M 0.05%
7,168
+633
380
$1.01M 0.05%
15,233
+25
381
$1.01M 0.05%
22,750
-6,475
382
$1M 0.05%
10,379
+1,831
383
$993K 0.05%
+12,456
384
$992K 0.05%
47,673
+8,195
385
$991K 0.05%
29,200
+1,545
386
$983K 0.05%
14,728
+1,754
387
$983K 0.05%
28,817
+4,284
388
$977K 0.05%
+20,442
389
$971K 0.05%
+27,262
390
$970K 0.05%
6,987
-177
391
$965K 0.05%
12,580
+967
392
$964K 0.05%
56,921
-13,504
393
$964K 0.05%
16,787
-7,460
394
$963K 0.05%
43,068
+129
395
$958K 0.05%
16,502
-18
396
$957K 0.05%
12,317
-422
397
$954K 0.05%
1,210
+148
398
$954K 0.05%
33,475
+9,121
399
$952K 0.05%
19,012
+4,259
400
$948K 0.05%
52,436
-4,863
14 15
16
17 18