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
901
$108K 0.01%
2,392
+1,051
902
$107K 0.01%
27,486
-10,300
903
$104K 0.01%
15,587
904
$103K 0.01%
12,322
-1,082
905
$97.6K ﹤0.01%
+10,241
906
$95.9K ﹤0.01%
12,156
-10,181
907
$94.9K ﹤0.01%
25,845
-107
908
$92.5K ﹤0.01%
10,360
+22
909
$91.1K ﹤0.01%
11,500
910
$87.2K ﹤0.01%
11,330
911
$83.6K ﹤0.01%
10,021
-1,960
912
$77.9K ﹤0.01%
21,646
913
$75.3K ﹤0.01%
34,232
+1,792
914
$71.8K ﹤0.01%
27,000
915
$71.2K ﹤0.01%
10,984
+230
916
$68.2K ﹤0.01%
1,053
+20
917
$65.8K ﹤0.01%
4,060
918
$64.5K ﹤0.01%
31,000
919
$59.6K ﹤0.01%
14,091
-202
920
$58.5K ﹤0.01%
10,366
-245
921
$52.8K ﹤0.01%
20,160
922
$45.1K ﹤0.01%
1,090
-4
923
$44K ﹤0.01%
+10,000
924
$39.7K ﹤0.01%
512
+7
925
$33.1K ﹤0.01%
14,634
-1,568
35 36
37
38 39