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
926
$259K 0.01%
+2,461
927
$259K 0.01%
+1,213
928
$259K 0.01%
5,996
-2
929
$258K 0.01%
+6,829
930
$258K 0.01%
18,579
+3,265
931
$257K 0.01%
+881
932
$257K 0.01%
+2,428
933
$256K 0.01%
+3,738
934
$255K 0.01%
4,777
+33
935
$255K 0.01%
2,495
-785
936
$255K 0.01%
18,218
937
$254K 0.01%
+5,077
938
$253K 0.01%
23,260
939
$251K 0.01%
3,651
+524
940
$251K 0.01%
+5,839
941
$251K 0.01%
9,156
-1,477
942
$250K 0.01%
4,426
+62
943
$249K 0.01%
4,708
+480
944
$248K 0.01%
14,697
945
$247K 0.01%
3,816
-144
946
$247K 0.01%
5,997
947
$246K 0.01%
16,233
-258
948
$246K 0.01%
+4,862
949
$245K 0.01%
6,533
950
$244K 0.01%
5,750
-300
36 37
38
39 40