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
51
$12.7M 0.39%
60,267
+1,696
52
$12.5M 0.38%
184,816
+699
53
$12M 0.37%
13,294
+369
54
$11.9M 0.36%
27,072
+810
55
$11.7M 0.36%
68,431
+1,156
56
$11.6M 0.35%
70,551
+2,319
57
$10.9M 0.33%
67,066
+6,276
58
$10.6M 0.32%
67,942
-191
59
$10.6M 0.32%
114,640
+19,753
60
$10.3M 0.31%
152,610
-5,360
61
$9.93M 0.3%
198,965
+16,811
62
$9.21M 0.28%
97,729
+1,184
63
$9.02M 0.27%
39,857
+1
64
$8.94M 0.27%
41,876
+771
65
$8.94M 0.27%
152,685
-2,126
66
$8.6M 0.26%
28,335
-1,472
67
$8.59M 0.26%
60,836
-521
68
$8.52M 0.26%
19,107
+130
69
$8.49M 0.26%
46,489
-17,932
70
$8.35M 0.25%
48,288
+167
71
$8.12M 0.25%
50,632
-3,369
72
$7.92M 0.24%
163,138
-13,875
73
$7.62M 0.23%
115,338
+3,662
74
$7.55M 0.23%
22,661
+1,673
75
$7.35M 0.22%
12
1 2
3
4 5