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
576
$683K 0.02%
11,965
-30
577
$683K 0.02%
3,386
+223
578
$679K 0.02%
3,762
+520
579
$678K 0.02%
17,087
-3,640
580
$677K 0.02%
12,595
+3,324
581
$675K 0.02%
34,368
-114
582
$673K 0.02%
+31,813
583
$673K 0.02%
14,765
+9
584
$671K 0.02%
24,461
+1,323
585
$671K 0.02%
7,829
-3,335
586
$664K 0.02%
25,503
+87
587
$664K 0.02%
5,688
+435
588
$663K 0.02%
23,925
-3
589
$660K 0.02%
23,324
-1,411
590
$650K 0.02%
51,887
+1,413
591
$645K 0.02%
16,500
592
$644K 0.02%
2,932
-519
593
$643K 0.02%
16,707
-813
594
$639K 0.02%
15,849
595
$635K 0.02%
22,067
-302
596
$633K 0.02%
16,649
+199
597
$632K 0.02%
12,700
598
$627K 0.02%
16,426
+1,682
599
$624K 0.02%
26,237
-8,477
600
$623K 0.02%
3,754
-907
22 23
24
25 26