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
526
$824K 0.03%
6,691
-48
527
$824K 0.03%
1,143
+89
528
$824K 0.03%
16,957
+2,362
529
$815K 0.03%
12,420
530
$815K 0.03%
14,969
-2,529
531
$811K 0.03%
33,674
-5
532
$810K 0.03%
3,203
-409
533
$810K 0.03%
4,661
-1,667
534
$809K 0.03%
10,461
+97
535
$797K 0.03%
9,705
+1,427
536
$794K 0.03%
3,104
+1,313
537
$793K 0.03%
4,709
+25
538
$792K 0.02%
7,982
+3,139
539
$789K 0.02%
10,838
540
$781K 0.02%
29,500
541
$779K 0.02%
6,188
-10,573
542
$776K 0.02%
3,451
-1,278
543
$775K 0.02%
44,129
+15,852
544
$768K 0.02%
21,700
545
$763K 0.02%
+10,872
546
$761K 0.02%
5,718
-850
547
$760K 0.02%
16,276
+3,271
548
$759K 0.02%
20,969
-11,968
549
$751K 0.02%
17,520
-2,240
550
$749K 0.02%
9,299
+1,634
20 21
22
23 24