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
526
$352K 0.03%
12,981
-1,328
527
$351K 0.03%
+20,000
528
$349K 0.03%
1,497
+140
529
$349K 0.03%
3,325
-1,436
530
$346K 0.03%
3,893
+1,130
531
$346K 0.03%
5,173
-335
532
$344K 0.03%
9,775
+2,636
533
$343K 0.03%
2,953
-803
534
$341K 0.03%
4,627
+452
535
$341K 0.03%
+7,473
536
$338K 0.03%
2,786
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537
$338K 0.03%
2,283
+600
538
$333K 0.03%
9,054
+185
539
$333K 0.03%
3,944
-1,258
540
$332K 0.03%
6,761
-1,823
541
$332K 0.03%
5,357
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542
$331K 0.03%
27,064
-4,300
543
$330K 0.03%
13,700
+1,000
544
$330K 0.03%
5,795
-103
545
$329K 0.03%
1,687
-270
546
$329K 0.03%
+12,298
547
$326K 0.03%
6,180
+492
548
$323K 0.03%
3,070
+3
549
$322K 0.03%
8,218
+2,803
550
$319K 0.03%
7,655
+2,020
20 21
22
23 24