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
26
$25.5M 0.78%
1,013,424
-118,384
27
$25.5M 0.78%
+936,520
28
$24.4M 0.74%
120,547
-1,905
29
$23.3M 0.71%
27,456
+391
30
$21.8M 0.66%
415,770
+17,355
31
$21.7M 0.66%
43,018
+2,628
32
$21M 0.64%
344,353
+22,046
33
$20.9M 0.64%
1,046,905
+96,787
34
$20.2M 0.61%
363,333
+86,143
35
$19.7M 0.6%
57,270
+1,009
36
$19.3M 0.59%
77,278
+4,535
37
$19.1M 0.58%
166,221
+22,721
38
$18.6M 0.57%
210,948
+191,032
39
$17.9M 0.55%
689,886
+638,628
40
$16.7M 0.51%
62,542
+320
41
$16.6M 0.51%
326,714
+176,757
42
$16.4M 0.5%
153,628
-9,471
43
$16.3M 0.5%
32,040
-389
44
$15.4M 0.47%
172,063
+14,885
45
$15.3M 0.47%
77,536
-5,459
46
$14.7M 0.45%
137,707
+1,804
47
$14.6M 0.44%
55,578
+2,379
48
$14M 0.43%
84,772
+4,150
49
$13M 0.4%
104,827
+3,625
50
$12.7M 0.39%
87,139
-3,393
1
2
3 4 5