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 15.82%
2 Financials 7.45%
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
51
$12.3M 0.39%
67,275
+444
52
$12.1M 0.38%
58,571
-216
53
$11.9M 0.38%
68,232
+8,119
54
$11.8M 0.37%
64,421
-223,733
55
$11.1M 0.35%
184,117
-12,089
56
$11M 0.35%
60,790
+3,366
57
$10.7M 0.34%
68,133
+3,579
58
$10.3M 0.33%
29,807
-1,263
59
$10.1M 0.32%
12,925
-754
60
$9.8M 0.31%
39,856
+109
61
$9.59M 0.3%
15,797
+934
62
$9.4M 0.3%
154,811
-20,324
63
$9.19M 0.29%
96,545
+1,015
64
$9.19M 0.29%
48,121
+2,657
65
$9.1M 0.29%
182,154
+41,448
66
$8.8M 0.28%
170,616
-21,905
67
$8.79M 0.28%
54,001
-7,906
68
$8.62M 0.27%
111,676
-3,549
69
$8.48M 0.27%
177,013
-148,869
70
$8.44M 0.27%
41,105
-155
71
$8.09M 0.25%
49,251
+3,710
72
$8.07M 0.25%
18,977
+179
73
$8.01M 0.25%
94,887
+7,455
74
$7.88M 0.25%
27,963
+40
75
$7.8M 0.25%
93,304
-7,266
1 2
3
4 5