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
676
$388K 0.02%
23,083
+12,150
677
$386K 0.02%
12,014
-197
678
$384K 0.02%
+3,525
679
$378K 0.02%
5,183
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680
$377K 0.02%
1,291
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681
$374K 0.02%
+18,979
682
$373K 0.02%
1,652
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683
$373K 0.02%
+4,066
684
$371K 0.02%
7,153
-24,704
685
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19,280
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686
$366K 0.02%
2,514
-154
687
$366K 0.02%
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688
$366K 0.02%
11,443
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689
$365K 0.02%
27,203
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690
$363K 0.02%
+3,157
691
$362K 0.02%
1,987
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692
$361K 0.02%
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693
$360K 0.02%
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694
$356K 0.02%
20,086
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695
$356K 0.02%
45,397
+22,150
696
$355K 0.02%
120,466
+33,081
697
$355K 0.02%
3,408
+940
698
$354K 0.02%
+11,434
699
$352K 0.02%
17,872
+2,814
700
$351K 0.02%
+5,294
26 27
28
29 30