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
651
$420K 0.02%
5,200
-4,236
652
$419K 0.02%
7,750
653
$419K 0.02%
4,639
-119
654
$413K 0.02%
3,762
-1,446
655
$412K 0.02%
11,277
+92
656
$411K 0.02%
5,717
-9,423
657
$409K 0.02%
6,460
+1,669
658
$408K 0.02%
11,920
+1,040
659
$407K 0.02%
2,073
+650
660
$407K 0.02%
4,574
-671
661
$405K 0.02%
12,883
+4,441
662
$404K 0.02%
2,222
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663
$401K 0.02%
14,862
-20,185
664
$398K 0.02%
2,350
+128
665
$395K 0.02%
12,862
-1
666
$395K 0.02%
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667
$394K 0.02%
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668
$393K 0.02%
19,500
669
$392K 0.02%
+5,254
670
$392K 0.02%
+20,191
671
$391K 0.02%
10,218
-56
672
$391K 0.02%
8,749
+1,799
673
$388K 0.02%
2,619
-369
674
$388K 0.02%
9,062
-16,134
675
$388K 0.02%
+2,479
25 26
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