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
876
$290K 0.01%
2,256
-680
877
$289K 0.01%
6,174
-1,027
878
$288K 0.01%
2,477
+774
879
$287K 0.01%
7,238
-15,582
880
$286K 0.01%
1,768
-17
881
$285K 0.01%
13,256
+84
882
$285K 0.01%
+3,625
883
$284K 0.01%
12,932
+82
884
$283K 0.01%
681
+8
885
$283K 0.01%
+3,906
886
$283K 0.01%
11,542
887
$283K 0.01%
12,440
+79
888
$282K 0.01%
+937
889
$282K 0.01%
12,151
+83
890
$282K 0.01%
11,789
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891
$282K 0.01%
6,332
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$282K 0.01%
8,122
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893
$279K 0.01%
14,500
894
$278K 0.01%
4,858
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895
$278K 0.01%
9,424
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896
$278K 0.01%
9,309
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897
$278K 0.01%
3,260
898
$278K 0.01%
12,937
+423
899
$275K 0.01%
4,332
-4,581
900
$273K 0.01%
2,247
-551
34 35
36
37 38