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
451
$1.04M 0.03%
5,296
-1,633
452
$1.04M 0.03%
11,794
-428
453
$1.04M 0.03%
93,257
+1,636
454
$1.04M 0.03%
+26,640
455
$1.03M 0.03%
2,196
-80
456
$1.03M 0.03%
59,094
+1,881
457
$1.03M 0.03%
6,499
-561
458
$1.03M 0.03%
3,424
+22
459
$1.02M 0.03%
77,046
+744
460
$1.01M 0.03%
36,563
-37,544
461
$1.01M 0.03%
13,638
+196
462
$1.01M 0.03%
18,431
-1,610
463
$1.01M 0.03%
25,383
-179
464
$1.01M 0.03%
41,100
-14,307
465
$1.01M 0.03%
9,681
-4,489
466
$998K 0.03%
21,039
+1,923
467
$994K 0.03%
33,569
-69
468
$992K 0.03%
7,512
-15,943
469
$989K 0.03%
15,452
-1,162
470
$988K 0.03%
13,404
+6,245
471
$984K 0.03%
4,985
+458
472
$984K 0.03%
4,681
-28
473
$984K 0.03%
28,040
-1,228
474
$984K 0.03%
4,799
-137
475
$982K 0.03%
19,659
+2,587
17 18
19
20 21