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
526
$816K 0.02%
15,245
-698
527
$815K 0.02%
6,740
+49
528
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6,428
-1,446
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2,579
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530
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11,875
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531
$805K 0.02%
16,594
-363
532
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533
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15,125
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534
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535
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15,954
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536
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537
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3,503
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538
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24,417
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539
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3,056
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540
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541
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543
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19,042
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544
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12,420
545
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10,206
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546
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1,199
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547
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31,771
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548
$768K 0.02%
10,220
549
$760K 0.02%
8,594
-2,691
550
$760K 0.02%
10,838
20 21
22
23 24