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
601
$265K 0.02%
5,596
-829
602
$265K 0.02%
+5,214
603
$263K 0.02%
23,846
+29
604
$262K 0.02%
4,738
+958
605
$262K 0.02%
973
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606
$259K 0.02%
2,154
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607
$258K 0.02%
5,397
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608
$257K 0.02%
9,124
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609
$257K 0.02%
1,467
610
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2,872
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611
$254K 0.02%
12,515
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612
$253K 0.02%
8,630
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613
$253K 0.02%
+5,008
614
$253K 0.02%
18,124
+2,352
615
$252K 0.02%
2,119
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616
$251K 0.02%
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909
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+11,080
620
$246K 0.02%
4,196
621
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+2,694
622
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2,345
+605
623
$245K 0.02%
2,985
-50
624
$244K 0.02%
+7,746
625
$244K 0.02%
4,828
-1,318
23 24
25
26 27