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
676
$530K 0.02%
+2,584
677
$530K 0.02%
23,287
-126
678
$530K 0.02%
24,389
+2,676
679
$528K 0.02%
4,001
-84
680
$525K 0.02%
22,832
-3,649
681
$523K 0.02%
21,227
-768
682
$521K 0.02%
5,363
+1,732
683
$521K 0.02%
30,410
-560
684
$521K 0.02%
12,278
+5,367
685
$518K 0.02%
55,679
-3,002
686
$516K 0.02%
42,289
-8,637
687
$515K 0.02%
9,697
-133
688
$515K 0.02%
2,422
-316
689
$514K 0.02%
17,678
-4
690
$513K 0.02%
6,743
-5,229
691
$513K 0.02%
981
+26
692
$511K 0.02%
20,473
+44
693
$510K 0.02%
5,620
+133
694
$510K 0.02%
16,877
-386
695
$509K 0.02%
1,883
-172
696
$507K 0.02%
5,722
+367
697
$502K 0.02%
+11,656
698
$500K 0.02%
10,130
699
$499K 0.02%
24,501
-198
700
$497K 0.02%
4,353
-35
26 27
28
29 30