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
426
$1.15M 0.04%
33,700
427
$1.14M 0.04%
9,366
-139
428
$1.14M 0.04%
4,707
+51
429
$1.14M 0.04%
5,572
-896
430
$1.14M 0.04%
6,184
-924
431
$1.14M 0.04%
57,213
+1,528
432
$1.14M 0.04%
17,105
-15,951
433
$1.14M 0.04%
23,672
+1,584
434
$1.14M 0.04%
24,444
+3,384
435
$1.13M 0.04%
7,237
+574
436
$1.13M 0.04%
24,018
+363
437
$1.13M 0.04%
20,041
+819
438
$1.12M 0.04%
2,771
+79
439
$1.11M 0.04%
14,910
-257
440
$1.11M 0.03%
16,977
+4,178
441
$1.11M 0.03%
21,717
-544,842
442
$1.11M 0.03%
4,773
-168
443
$1.1M 0.03%
24,269
+6,159
444
$1.1M 0.03%
51,628
-3,240
445
$1.09M 0.03%
4,388
+746
446
$1.08M 0.03%
3,145
+225
447
$1.08M 0.03%
91,621
+1,552
448
$1.08M 0.03%
4,126
+81
449
$1.07M 0.03%
8,986
+1,782
450
$1.07M 0.03%
16,787
16 17
18
19 20