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
651
$567K 0.02%
5,234
-397
652
$567K 0.02%
3,358
+187
653
$561K 0.02%
15,849
-1,227
654
$560K 0.02%
5,111
+2,921
655
$559K 0.02%
1,661
-87
656
$558K 0.02%
1,922
+1,074
657
$553K 0.02%
12,078
-273
658
$553K 0.02%
2,870
+287
659
$552K 0.02%
64,930
-1,611
660
$551K 0.02%
2,020
-131
661
$550K 0.02%
5,794
+1,472
662
$549K 0.02%
1,387
-163
663
$547K 0.02%
9,637
-299
664
$545K 0.02%
15,183
-5,103
665
$545K 0.02%
9,305
666
$543K 0.02%
357
-2
667
$541K 0.02%
10,300
668
$539K 0.02%
9,541
-7,963
669
$535K 0.02%
47,981
+2,721
670
$534K 0.02%
3,446
+320
671
$533K 0.02%
3,836
+251
672
$533K 0.02%
6,297
-570
673
$532K 0.02%
8,925
+4,224
674
$532K 0.02%
9,227
+3,559
675
$532K 0.02%
10,224
+3,119
25 26
27
28 29