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
851
$212K 0.01%
8,650
-1,218
852
$211K 0.01%
+2,036
853
$211K 0.01%
+2,699
854
$210K 0.01%
+6,890
855
$209K 0.01%
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856
$209K 0.01%
1,721
-578
857
$209K 0.01%
+2,027
858
$205K 0.01%
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859
$205K 0.01%
1,701
-996
860
$204K 0.01%
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861
$204K 0.01%
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862
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863
$203K 0.01%
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864
$203K 0.01%
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865
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866
$203K 0.01%
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869
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$201K 0.01%
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872
$201K 0.01%
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873
$200K 0.01%
+6,535
874
$200K 0.01%
+1,619
875
$200K 0.01%
14,942
33 34
35
36 37