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
901
$271K 0.01%
+7,668
902
$270K 0.01%
11,542
903
$267K 0.01%
4,559
+133
904
$266K 0.01%
2,575
-2,659
905
$266K 0.01%
2,497
-2,930
906
$265K 0.01%
7,285
907
$265K 0.01%
4,332
908
$265K 0.01%
5,487
909
$263K 0.01%
2,257
+72
910
$263K 0.01%
1,394
+114
911
$262K 0.01%
4,519
-1,475
912
$261K 0.01%
5,109
-1,873
913
$259K 0.01%
2,197
-768
914
$257K 0.01%
1,745
+253
915
$257K 0.01%
14,697
916
$255K 0.01%
5,997
917
$253K 0.01%
8,665
-644
918
$253K 0.01%
+12,362
919
$252K 0.01%
38,619
+11,028
920
$252K 0.01%
6,020
-3,486
921
$252K 0.01%
5,750
922
$251K 0.01%
1,150
-13
923
$251K 0.01%
23,260
924
$251K 0.01%
2,298
-266
925
$250K 0.01%
6,533
35 36
37
38 39