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
$2.07B
AUM Growth
+$443M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.9M
3
+$11.7M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$10.4M
5
NVDA icon
NVIDIA
NVDA
+$9.97M

Top Sells

1
+$9.94M
2
+$8.46M
3
+$8.37M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.01M
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.98M

Sector Composition

1 Technology 15.71%
2 Financials 6.84%
3 Healthcare 5.69%
4 Consumer Discretionary 5.54%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$449K 0.02%
51,320
-1,499
627
$449K 0.02%
7,239
-102
628
$445K 0.02%
2,848
+691
629
$444K 0.02%
37,267
+15,512
630
$442K 0.02%
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631
$441K 0.02%
7,606
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632
$440K 0.02%
13,138
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633
$440K 0.02%
28,694
+8,033
634
$438K 0.02%
541
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635
$437K 0.02%
4,626
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636
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73,325
637
$436K 0.02%
8,695
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638
$435K 0.02%
38,447
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639
$435K 0.02%
23,649
-8,284
640
$434K 0.02%
13,717
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641
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642
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1,761
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2,796
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8,100
645
$426K 0.02%
+22,847
646
$426K 0.02%
3,904
+299
647
$422K 0.02%
23,054
-1,978
648
$421K 0.02%
18,289
+3,170
649
$421K 0.02%
17,142
-2,286
650
$420K 0.02%
2,074
+294
24 25
26
27 28