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
376
$1.36M 0.04%
47,936
+600
377
$1.34M 0.04%
21,277
-3,692
378
$1.34M 0.04%
8,794
-874
379
$1.33M 0.04%
31,272
+116
380
$1.33M 0.04%
25,151
-293
381
$1.33M 0.04%
30,125
-3,075
382
$1.33M 0.04%
67,349
+4,012
383
$1.32M 0.04%
27,876
-4,228
384
$1.31M 0.04%
18,607
+390
385
$1.31M 0.04%
4,065
+919
386
$1.3M 0.04%
27,125
+6,222
387
$1.3M 0.04%
4,344
+416
388
$1.3M 0.04%
35,700
389
$1.29M 0.04%
18,877
+138
390
$1.28M 0.04%
43,636
+8,275
391
$1.28M 0.04%
30,203
-2,750
392
$1.28M 0.04%
7,224
-2,333
393
$1.28M 0.04%
20,229
+5,956
394
$1.27M 0.04%
8,377
-211
395
$1.27M 0.04%
9,397
-269
396
$1.27M 0.04%
130,912
-5,571
397
$1.27M 0.04%
17,063
-1,562
398
$1.26M 0.04%
18,473
+1,026
399
$1.26M 0.04%
66,492
+1,937
400
$1.25M 0.04%
+25,447
14 15
16
17 18