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
801
$347K 0.01%
3,897
-1,466
802
$347K 0.01%
19,593
-1,871
803
$346K 0.01%
11,229
+2,807
804
$345K 0.01%
+15,212
805
$345K 0.01%
1,172
+21
806
$344K 0.01%
13,878
-1,777
807
$343K 0.01%
14,512
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808
$342K 0.01%
18,075
809
$340K 0.01%
126,051
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810
$339K 0.01%
2,225
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811
$338K 0.01%
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812
$337K 0.01%
17,932
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813
$337K 0.01%
2,618
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814
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3,247
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815
$336K 0.01%
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816
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4,762
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$329K 0.01%
4,181
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1,509
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$329K 0.01%
16,424
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823
$329K 0.01%
709
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824
$327K 0.01%
5,921
-1,547
825
$327K 0.01%
2,203
+249
31 32
33
34 35