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
751
$289K 0.01%
10,862
-171
752
$288K 0.01%
1,720
-225
753
$288K 0.01%
768
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754
$287K 0.01%
+1,722
755
$286K 0.01%
1,265
-397
756
$286K 0.01%
11,298
+1,866
757
$285K 0.01%
2,475
-3
758
$283K 0.01%
18,720
-3,306
759
$283K 0.01%
1,935
760
$282K 0.01%
4,436
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761
$281K 0.01%
3,718
-204
762
$280K 0.01%
6,655
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763
$279K 0.01%
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764
$278K 0.01%
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765
$276K 0.01%
19,647
-6,405
766
$275K 0.01%
14,500
767
$274K 0.01%
+57,756
768
$270K 0.01%
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769
$269K 0.01%
1,931
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770
$267K 0.01%
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771
$267K 0.01%
2,285
-432
772
$267K 0.01%
+18,890
773
$265K 0.01%
3,735
+109
774
$264K 0.01%
3,252
+769
775
$262K 0.01%
14,545
+3,025
29 30
31
32 33