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
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
726
$328K 0.02%
2,229
+392
727
$325K 0.02%
8,597
-9,113
728
$324K 0.02%
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+1,456
729
$323K 0.02%
9,456
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$322K 0.02%
2,911
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731
$319K 0.02%
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732
$318K 0.02%
4,832
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733
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734
$313K 0.02%
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736
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7,770
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8,150
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$307K 0.01%
2,850
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$305K 0.01%
29,960
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740
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744
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-28
745
$296K 0.01%
5,788
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746
$295K 0.01%
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747
$293K 0.01%
48,971
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748
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8,550
749
$293K 0.01%
9,359
+2,390
750
$292K 0.01%
+8,154
28 29
30
31 32