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
876
$289K 0.01%
1,035
+16
877
$288K 0.01%
5,335
-3,892
878
$287K 0.01%
5,903
+1,041
879
$286K 0.01%
4,295
-50
880
$286K 0.01%
13,388
+132
881
$286K 0.01%
11,927
+138
882
$285K 0.01%
12,284
+133
883
$285K 0.01%
13,064
+132
884
$285K 0.01%
2,910
-1,195
885
$285K 0.01%
12,570
+130
886
$284K 0.01%
17,353
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887
$283K 0.01%
3,440
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888
$282K 0.01%
2,059
-237
889
$282K 0.01%
3,240
-20
890
$281K 0.01%
5,110
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891
$281K 0.01%
544
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$280K 0.01%
6,091
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893
$278K 0.01%
19,568
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894
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14,500
895
$277K 0.01%
5,944
-2,565
896
$276K 0.01%
8,916
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897
$276K 0.01%
1,433
898
$275K 0.01%
1,968
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899
$272K 0.01%
3,046
+414
900
$271K 0.01%
8,088
-2,382
34 35
36
37 38