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
501
$913K 0.03%
11,978
-2,556
502
$912K 0.03%
+11,164
503
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184,538
+19,010
504
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25,562
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505
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28,274
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506
$899K 0.03%
8,937
507
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14,175
-4,079
508
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3,328
+7
509
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510
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22,245
511
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5,621
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512
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-486
513
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36,744
-45,640
514
$863K 0.03%
4,527
+2,155
515
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34,714
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516
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39,496
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519
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520
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1,031
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521
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4,037
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522
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23,067
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523
$834K 0.03%
51,720
-17
524
$832K 0.03%
264
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525
$832K 0.03%
17,249
+35
19 20
21
22 23