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
501
$917K 0.03%
5,744
+183
502
$915K 0.03%
48,851
-2,869
503
$915K 0.03%
51,532
-126
504
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3,149
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505
$909K 0.03%
11,461
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506
$908K 0.03%
3,300
-1,138
507
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19,521
-4,748
508
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47,793
-1,240
509
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1,180
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510
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22,013
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511
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24,049
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512
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20,356
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513
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1,051
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514
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515
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516
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517
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10,927
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23,991
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519
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565
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520
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521
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19,781
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522
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33,643
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523
$830K 0.03%
25,749
-334
524
$829K 0.03%
17,083
-166
525
$827K 0.03%
31,796
+6,280
19 20
21
22 23