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
901
$273K 0.01%
4,054
-812
902
$273K 0.01%
1,587
+71
903
$272K 0.01%
1,004
-283
904
$272K 0.01%
694
-2
905
$271K 0.01%
628
+57
906
$271K 0.01%
2,824
-1,961
907
$270K 0.01%
8,750
+74
908
$269K 0.01%
1,019
+57
909
$269K 0.01%
2,777
+1
910
$269K 0.01%
22,510
-2,896
911
$269K 0.01%
+5,000
912
$268K 0.01%
+8,422
913
$267K 0.01%
3,579
+9
914
$266K 0.01%
12,656
+1,013
915
$266K 0.01%
6,224
-250
916
$266K 0.01%
17,116
+520
917
$263K 0.01%
+9,151
918
$263K 0.01%
7,285
919
$263K 0.01%
5,255
-210
920
$263K 0.01%
964
-61
921
$261K 0.01%
3,010
+155
922
$260K 0.01%
29,816
-4,298
923
$260K 0.01%
3,264
-2,150
924
$260K 0.01%
17,876
-53,035
925
$260K 0.01%
1,163
+22
35 36
37
38 39