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
$3.28B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$26.9M
3
+$25.5M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$16.8M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$16.6M

Top Sells

1
+$27.8M
2
+$22M
3
+$20.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$18.8M
5
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$18.2M

Sector Composition

1 Technology 17.34%
2 Financials 7.17%
3 Healthcare 5.14%
4 Consumer Discretionary 5.08%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$539K 0.02%
25,458
+198
652
$539K 0.02%
2,804
-66
653
$538K 0.02%
385
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654
$536K 0.02%
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$535K 0.02%
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2,390
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4,986
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658
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5,661
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660
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8,915
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663
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8,238
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$519K 0.02%
12,502
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665
$519K 0.02%
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669
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670
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325
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24,357
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$510K 0.02%
1,892
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$510K 0.02%
1,760
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$509K 0.02%
15,082
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675
$507K 0.02%
3,639
+932
25 26
27
28 29