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
701
$476K 0.01%
16,010
-46,712
702
$475K 0.01%
4,513
-127
703
$474K 0.01%
58,213
704
$474K 0.01%
1,542
-1,229
705
$474K 0.01%
645
-9
706
$473K 0.01%
24,734
-469
707
$472K 0.01%
+72,713
708
$471K 0.01%
5,345
-1,398
709
$470K 0.01%
4,662
+215
710
$470K 0.01%
9,850
-2,428
711
$470K 0.01%
16,550
+1,367
712
$468K 0.01%
33,687
-184
713
$463K 0.01%
8,167
-1,983
714
$462K 0.01%
9,347
-350
715
$458K 0.01%
10,316
+367
716
$458K 0.01%
1,449
-212
717
$458K 0.01%
4,736
+2,501
718
$458K 0.01%
1,887
+327
719
$456K 0.01%
8,000
-100
720
$455K 0.01%
10,972
-3,865
721
$454K 0.01%
6,006
+1,726
722
$451K 0.01%
5,510
+3,330
723
$450K 0.01%
10,398
+110
724
$448K 0.01%
4,433
-1,246
725
$445K 0.01%
96,055
-28,356
27 28
29
30 31