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
726
$443K 0.01%
2,416
-6
727
$442K 0.01%
1,091
+397
728
$441K 0.01%
2,408
-112
729
$440K 0.01%
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730
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2,587
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731
$439K 0.01%
4,043
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732
$438K 0.01%
3,915
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733
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1,473
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734
$438K 0.01%
8,755
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736
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5,504
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738
$431K 0.01%
21,301
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$431K 0.01%
16,654
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7,000
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745
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6,902
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16,100
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7,429
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$418K 0.01%
3,924
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$417K 0.01%
6,083
-293
750
$415K 0.01%
23,931
-269
28 29
30
31 32