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 icon
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
51
$8.05M 0.39%
160,272
+16,404
52
$7.69M 0.37%
26,809
+1,314
53
$7.64M 0.37%
31,216
+29,492
54
$7.54M 0.36%
19,160
+10,030
55
$7.08M 0.34%
23,716
+836
56
$7.07M 0.34%
127,692
+25,403
57
$6.98M 0.34%
92,905
+36,805
58
$6.95M 0.34%
107,548
-2,519
59
$6.87M 0.33%
50,926
+42,217
60
$6.78M 0.33%
184,878
+8,424
61
$6.75M 0.33%
32,515
+8,554
62
$6.74M 0.32%
140,718
+85,421
63
$6.73M 0.32%
35,783
+186
64
$6.58M 0.32%
81,035
+26,742
65
$6.55M 0.32%
124,968
+45,126
66
$6.53M 0.32%
27,770
+25,236
67
$6.5M 0.31%
48,238
-2,798
68
$6.32M 0.3%
89,623
+1,455
69
$6.16M 0.3%
109,164
+100,265
70
$6.11M 0.29%
116,740
+1,135
71
$5.88M 0.28%
561,334
+1,820
72
$5.77M 0.28%
111,526
+7,292
73
$5.68M 0.27%
94,390
+15,614
74
$5.58M 0.27%
51,298
+37,316
75
$5.4M 0.26%
118,807
+55,937
1 2
3
4 5