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
676
$504K 0.02%
20,654
-49
677
$504K 0.02%
12,411
-3,869
678
$503K 0.02%
3,635
+189
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6,286
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680
$501K 0.02%
29,045
+17,448
681
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682
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10,130
683
$497K 0.02%
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684
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685
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6,419
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687
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688
$490K 0.01%
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689
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34,102
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690
$489K 0.01%
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695
$480K 0.01%
3,666
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696
$479K 0.01%
7,936
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$477K 0.01%
28,105
-2,305
698
$477K 0.01%
5,253
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699
$476K 0.01%
7,175
-911
700
$476K 0.01%
3,939
+82
26 27
28
29 30