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
401
$939K 0.05%
8,303
+725
402
$939K 0.05%
30,310
+750
403
$938K 0.05%
12,500
+1
404
$937K 0.05%
11,301
-683
405
$932K 0.05%
25,141
+15,972
406
$931K 0.04%
4,494
+568
407
$926K 0.04%
47,729
-3,417
408
$926K 0.04%
22,200
409
$923K 0.04%
1,709
+172
410
$923K 0.04%
+17,862
411
$920K 0.04%
81,938
+1,576
412
$918K 0.04%
6,629
-156
413
$917K 0.04%
9,396
+6,470
414
$917K 0.04%
17,833
+286
415
$915K 0.04%
5,389
-783
416
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4,116
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417
$910K 0.04%
12,042
+160
418
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14,571
-8,744
419
$906K 0.04%
+7,955
420
$903K 0.04%
11,638
+8,138
421
$902K 0.04%
15,337
-403
422
$901K 0.04%
14,113
+781
423
$898K 0.04%
+11,021
424
$897K 0.04%
35,200
+6,000
425
$888K 0.04%
1,893
+115
15 16
17
18 19