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
851
$310K 0.01%
2,333
-144
852
$310K 0.01%
10,817
-3,543
853
$310K 0.01%
5,773
-1,318
854
$309K 0.01%
1,469
-59
855
$308K 0.01%
+2,207
856
$306K 0.01%
8,974
+1,655
857
$306K 0.01%
3,166
-10
858
$305K 0.01%
25,189
+5,325
859
$305K 0.01%
2,746
+50
860
$304K 0.01%
15,329
+175
861
$304K 0.01%
1,686
-15
862
$303K 0.01%
16,188
-4,281
863
$303K 0.01%
3,640
+527
864
$302K 0.01%
3,160
-1,209
865
$302K 0.01%
1,519
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866
$299K 0.01%
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867
$299K 0.01%
5,139
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868
$298K 0.01%
2,956
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869
$298K 0.01%
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870
$297K 0.01%
12,285
-578
871
$297K 0.01%
2,569
-179
872
$296K 0.01%
4,210
+268
873
$294K 0.01%
4,519
-420
874
$293K 0.01%
5,757
+231
875
$292K 0.01%
5,696
+919
33 34
35
36 37