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
401
$1.24M 0.04%
9,002
-175
402
$1.23M 0.04%
14,634
-2,026
403
$1.22M 0.04%
8,123
-1,073
404
$1.22M 0.04%
3,160
+249
405
$1.22M 0.04%
64,709
+1,066
406
$1.22M 0.04%
35,865
-843
407
$1.22M 0.04%
11,413
-1,582
408
$1.21M 0.04%
15,575
-100
409
$1.21M 0.04%
11,691
+320
410
$1.2M 0.04%
42,021
+6,367
411
$1.2M 0.04%
18,089
-1,219
412
$1.2M 0.04%
20,798
-2,880
413
$1.2M 0.04%
10,009
+4,706
414
$1.19M 0.04%
29,000
-3,770
415
$1.18M 0.04%
33,700
416
$1.18M 0.04%
25,653
+1,981
417
$1.18M 0.04%
4,774
+1
418
$1.18M 0.04%
12,741
-8,505
419
$1.18M 0.04%
244,070
+59,532
420
$1.18M 0.04%
83,885
-1,792
421
$1.17M 0.04%
18,787
+2,000
422
$1.17M 0.04%
14,822
+158
423
$1.17M 0.04%
47,220
-761,742
424
$1.15M 0.04%
91,981
-3,531
425
$1.15M 0.04%
65,226
-2,532
15 16
17
18 19