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
826
$324K 0.01%
4,673
-78
827
$324K 0.01%
13,086
+81
828
$323K 0.01%
13,054
+3,360
829
$322K 0.01%
+14,233
830
$322K 0.01%
11,639
+1,693
831
$322K 0.01%
3,270
-44
832
$321K 0.01%
2,568
+41
833
$321K 0.01%
7,005
-496
834
$321K 0.01%
15,480
-56
835
$320K 0.01%
8,539
-973
836
$320K 0.01%
1,020
-102
837
$320K 0.01%
7,221
-651
838
$318K 0.01%
5,514
+656
839
$318K 0.01%
12,326
-2,125
840
$317K 0.01%
1,738
-648
841
$317K 0.01%
6,498
+123
842
$317K 0.01%
3,766
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843
$315K 0.01%
2,583
-3,605
844
$315K 0.01%
9,092
-2,879
845
$314K 0.01%
2,849
-974
846
$313K 0.01%
13,868
+468
847
$313K 0.01%
19,966
+736
848
$312K 0.01%
3,016
-2
849
$311K 0.01%
6,597
+601
850
$311K 0.01%
13,650
+768
32 33
34
35 36