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
401
$1.27M 0.04%
35,700
402
$1.27M 0.04%
95,512
-826
403
$1.27M 0.04%
6,929
-1,831
404
$1.26M 0.04%
11,908
-7,924
405
$1.26M 0.04%
9,177
+926
406
$1.26M 0.04%
26,749
407
$1.26M 0.04%
5,152
+1,057
408
$1.26M 0.04%
12,995
-55
409
$1.24M 0.04%
19,308
+2,973
410
$1.24M 0.04%
24,085
+2,182
411
$1.23M 0.04%
37,478
-8,498
412
$1.23M 0.04%
85,677
-4,387
413
$1.23M 0.04%
63,643
+3,651
414
$1.21M 0.04%
67,758
-1,306
415
$1.2M 0.04%
32,185
+1,273
416
$1.19M 0.04%
12,634
+413
417
$1.19M 0.04%
147
+4
418
$1.17M 0.04%
7,874
-1,253
419
$1.17M 0.04%
41,834
-11,205
420
$1.16M 0.04%
25,175
+2,305
421
$1.16M 0.04%
28,591
+3,445
422
$1.16M 0.04%
36,708
-2,246
423
$1.16M 0.04%
20,120
+1,376
424
$1.16M 0.04%
8,356
+1,023
425
$1.15M 0.04%
15,408
-285
15 16
17
18 19