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
826
$337K 0.01%
10,470
-403
827
$337K 0.01%
1,062
-93
828
$337K 0.01%
4,751
-587
829
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17,226
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830
$334K 0.01%
20,469
+5,446
831
$334K 0.01%
13,005
+22
832
$334K 0.01%
8,563
-1,129
833
$330K 0.01%
13,346
-4,447
834
$328K 0.01%
2,460
-1,251
835
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1,280
+55
836
$326K 0.01%
3,132
-1,364
837
$325K 0.01%
4,939
838
$325K 0.01%
7,501
-455
839
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6,959
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840
$323K 0.01%
1,514
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841
$323K 0.01%
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842
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+6,894
843
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6,375
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844
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20,160
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845
$318K 0.01%
641
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846
$316K 0.01%
6,373
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847
$314K 0.01%
6,198
-1,320
848
$314K 0.01%
+2,438
849
$314K 0.01%
1,647
-102
850
$313K 0.01%
4,225
-309
32 33
34
35 36