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
$1.2B
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$3.06M
3
+$2.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.89M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.86M

Top Sells

1
+$5.44M
2
+$3.92M
3
+$3.83M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.1M
5
BND icon
Vanguard Total Bond Market
BND
+$2.83M

Sector Composition

1 Technology 14.64%
2 Healthcare 7.71%
3 Financials 7.68%
4 Consumer Discretionary 6.78%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$454K 0.04%
7,382
+296
452
$453K 0.04%
2,690
-944
453
$449K 0.04%
4,198
+814
454
$449K 0.04%
3,379
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455
$448K 0.04%
15,415
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456
$445K 0.04%
2,894
-1,260
457
$443K 0.04%
5,770
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458
$442K 0.04%
3,478
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459
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2,564
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460
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3,845
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461
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3,463
-4,086
462
$436K 0.04%
11,837
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463
$433K 0.04%
41,477
+27,282
464
$431K 0.04%
6,190
-79
465
$430K 0.04%
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466
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11,163
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467
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14,752
-1,292
468
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1,803
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469
$423K 0.04%
6,455
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470
$420K 0.04%
4,308
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471
$419K 0.03%
20,500
472
$419K 0.03%
2,935
-431
473
$417K 0.03%
17,442
-19,552
474
$416K 0.03%
3,206
+891
475
$415K 0.03%
6,608
+795
17 18
19
20 21