AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
1-Year Return
17.88%
This Quarter Return
+10.77%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$2.89B
AUM Growth
+$903M
(+45%)
Cap. Flow
+$710M
Cap. Flow
% of AUM
24.54%
Top 10 Holdings %
Top 10 Hldgs %
21.16%
Holding
1,121
New
214
Increased
613
Reduced
197
Closed
52
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$39.8M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$28.5M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$27.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$27.4M |
| 5 |
Apple
AAPL
|
$21.7M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$67.8M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$9.75M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$9.38M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.45M |
| 5 |
BWIN
Baldwin Insurance Group
BWIN
|
$1.21M |
Sector Composition
| 1 | Technology | 15.4% |
| 2 | Financials | 7.47% |
| 3 | Healthcare | 5.75% |
| 4 | Consumer Discretionary | 5.47% |
| 5 | Industrials | 4.84% |
