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
$1.2B
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$3.06M
3
+$2.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.89M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.86M

Top Sells

1
+$5.44M
2
+$3.92M
3
+$3.83M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.1M
5
BND icon
Vanguard Total Bond Market
BND
+$2.83M

Sector Composition

1 Technology 14.64%
2 Healthcare 7.71%
3 Financials 7.68%
4 Consumer Discretionary 6.78%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$47K ﹤0.01%
1,634
727
$43K ﹤0.01%
500
728
$41K ﹤0.01%
287
729
$38K ﹤0.01%
+15,144
730
$37K ﹤0.01%
10,229
-548
731
$33K ﹤0.01%
13,200
+3,000
732
$33K ﹤0.01%
1,418
733
$31K ﹤0.01%
20,000
734
$31K ﹤0.01%
+11,600
735
$31K ﹤0.01%
20,160
736
$27K ﹤0.01%
2,029
737
$25K ﹤0.01%
111
+48
738
$24K ﹤0.01%
503
739
$21K ﹤0.01%
10,000
740
$19K ﹤0.01%
510
741
$19K ﹤0.01%
+22
742
$17K ﹤0.01%
833
743
$17K ﹤0.01%
1,810
744
$15K ﹤0.01%
617
+1
745
$14K ﹤0.01%
2,200
746
$13K ﹤0.01%
+10,000
747
$12K ﹤0.01%
10,000
748
$11K ﹤0.01%
10,000
749
$9K ﹤0.01%
20
750
$9K ﹤0.01%
121
28 29
30
31 32