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
$3.18B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$34.6M
3
+$34.3M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$27.4M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$21.5M

Top Sells

1
+$40.9M
2
+$35.4M
3
+$27.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.2M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$21.5M

Sector Composition

1 Technology 15.81%
2 Financials 7.46%
3 Healthcare 5.52%
4 Consumer Discretionary 5.4%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$361K 0.01%
3,384
+514
802
$360K 0.01%
2,353
-15
803
$360K 0.01%
1,151
+245
804
$360K 0.01%
102,244
+1,142
805
$359K 0.01%
+8,567
806
$359K 0.01%
2,707
+564
807
$359K 0.01%
2,296
+178
808
$359K 0.01%
6,982
-1,681
809
$358K 0.01%
+7,091
810
$357K 0.01%
137,715
+13,541
811
$355K 0.01%
3,823
-564
812
$353K 0.01%
16,048
-1
813
$352K 0.01%
47,157
814
$350K 0.01%
14,147
+366
815
$349K 0.01%
2,748
+131
816
$349K 0.01%
7,621
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817
$348K 0.01%
17,710
+1,327
818
$348K 0.01%
5,994
-26,932
819
$347K 0.01%
4,547
+1,624
820
$347K 0.01%
8,610
+305
821
$346K 0.01%
1,121
+3
822
$346K 0.01%
1,528
+37
823
$345K 0.01%
15,154
824
$341K 0.01%
15,536
-2,192
825
$341K 0.01%
+9,506
31 32
33
34 35