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
576
$694K 0.02%
10,301
+4,230
577
$692K 0.02%
554
-62
578
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11,995
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579
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11,041
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17,282
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582
$688K 0.02%
32,800
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583
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16,280
-7,300
584
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1,004
+127
585
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20,008
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586
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19,469
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587
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14,756
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588
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26,100
589
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14,744
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590
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3,096
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18,390
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594
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5,303
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595
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596
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6,030
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597
$665K 0.02%
25,516
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598
$663K 0.02%
5,725
-1,167
599
$663K 0.02%
5,069
-78
600
$661K 0.02%
2,307
-43
22 23
24
25 26