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
551
$315K 0.03%
5,669
+141
552
$313K 0.03%
8,053
+98
553
$310K 0.03%
26,483
554
$308K 0.03%
+1,709
555
$307K 0.03%
10,005
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556
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3,025
-397
557
$307K 0.03%
+1,219
558
$306K 0.03%
9,520
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559
$306K 0.03%
4,841
-2,609
560
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978
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561
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29,710
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562
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5,291
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563
$304K 0.03%
44,325
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564
$304K 0.03%
2,988
-464
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$301K 0.03%
13,390
-11,673
566
$297K 0.02%
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568
$296K 0.02%
1,463
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9,690
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570
$295K 0.02%
8,711
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571
$293K 0.02%
7,341
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572
$293K 0.02%
15,500
+7,500
573
$293K 0.02%
100,000
-500,000
574
$291K 0.02%
+2,990
575
$291K 0.02%
4,358
+765
21 22
23
24 25