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
426
$1.15M 0.04%
23,784
-2,965
427
$1.15M 0.04%
22,487
+770
428
$1.15M 0.04%
3,074
+80
429
$1.14M 0.03%
4,801
+805
430
$1.14M 0.03%
+6,628
431
$1.13M 0.03%
41,094
-740
432
$1.12M 0.03%
30,801
-1,384
433
$1.12M 0.03%
5,580
+428
434
$1.12M 0.03%
11,458
-450
435
$1.12M 0.03%
24,051
+7,775
436
$1.11M 0.03%
14,757
-21,078
437
$1.09M 0.03%
16,423
-554
438
$1.09M 0.03%
9,108
+122
439
$1.08M 0.03%
22,064
+7,286
440
$1.08M 0.03%
18,028
-2,092
441
$1.08M 0.03%
40,539
+17,252
442
$1.07M 0.03%
14,979
+69
443
$1.06M 0.03%
4,723
+16
444
$1.06M 0.03%
54,850
+10
445
$1.06M 0.03%
3,930
-458
446
$1.06M 0.03%
10,848
-12,094
447
$1.05M 0.03%
12,702
-2,706
448
$1.05M 0.03%
22,000
-200
449
$1.05M 0.03%
14,542
+14
450
$1.05M 0.03%
49,511
-2,117
16 17
18
19 20