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
851
$308K 0.01%
2,527
-52
852
$308K 0.01%
5,061
+17
853
$307K 0.01%
15,117
+4,573
854
$307K 0.01%
19,230
+357
855
$307K 0.01%
18,588
-1,606
856
$305K 0.01%
2,312
-629
857
$303K 0.01%
11,010
+249
858
$302K 0.01%
2,696
+219
859
$300K 0.01%
3,372
+154
860
$299K 0.01%
9,946
-408
861
$299K 0.01%
2,239
+154
862
$299K 0.01%
4,345
-669
863
$299K 0.01%
+3,647
864
$299K 0.01%
2,235
-151
865
$299K 0.01%
18,075
866
$298K 0.01%
+4,280
867
$297K 0.01%
13,400
+1,106
868
$297K 0.01%
3,450
-3,932
869
$296K 0.01%
12,882
+924
870
$296K 0.01%
+7,319
871
$296K 0.01%
3,176
-22
872
$293K 0.01%
1,433
-18
873
$293K 0.01%
3,942
-498
874
$292K 0.01%
+11,824
875
$291K 0.01%
2,791
-59
33 34
35
36 37