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
376
$1.37M 0.04%
74,937
+3,700
377
$1.36M 0.04%
3,928
+283
378
$1.36M 0.04%
7,429
+2,250
379
$1.36M 0.04%
114,290
+8,447
380
$1.35M 0.04%
18,217
+1,203
381
$1.35M 0.04%
25,444
-111
382
$1.34M 0.04%
47,336
-372
383
$1.34M 0.04%
6,528
+4,193
384
$1.34M 0.04%
136,483
+2,623
385
$1.34M 0.04%
9,196
+1,466
386
$1.32M 0.04%
30,358
+15,005
387
$1.32M 0.04%
19,684
+4,001
388
$1.32M 0.04%
37,493
389
$1.32M 0.04%
55,407
-22,793
390
$1.32M 0.04%
+29,678
391
$1.31M 0.04%
64,555
+1,034
392
$1.31M 0.04%
16,956
-2,451
393
$1.29M 0.04%
31,156
-238
394
$1.29M 0.04%
14,664
-1,532
395
$1.29M 0.04%
4,438
-359
396
$1.28M 0.04%
32,953
+8,215
397
$1.28M 0.04%
17,447
-588
398
$1.28M 0.04%
48,134
+35,913
399
$1.28M 0.04%
63,337
+18,104
400
$1.27M 0.04%
5,044
-46
14 15
16
17 18