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
626
$606K 0.02%
3,130
+9
627
$606K 0.02%
11,549
+7,499
628
$605K 0.02%
20,100
629
$604K 0.02%
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$604K 0.02%
7,357
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631
$603K 0.02%
3,093
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632
$602K 0.02%
8,060
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633
$602K 0.02%
124,411
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634
$595K 0.02%
3,589
-1,568
635
$594K 0.02%
1,710
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636
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3,855
+1,465
637
$590K 0.02%
99,990
-2,958
638
$588K 0.02%
5,427
+2,491
639
$587K 0.02%
13,940
-23,491
640
$584K 0.02%
2,520
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641
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642
$580K 0.02%
11,451
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643
$577K 0.02%
16,616
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644
$575K 0.02%
3,242
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645
$574K 0.02%
5,613
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646
$571K 0.02%
9,579
-22,128
647
$570K 0.02%
11,628
648
$569K 0.02%
12,692
-234
649
$567K 0.02%
9,857
+5,361
650
$567K 0.02%
12,228
+6,234
24 25
26
27 28