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 7.18%
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
926
$249K 0.01%
16,891
927
$248K 0.01%
870
+156
928
$248K 0.01%
17,341
-535
929
$248K 0.01%
678
-3
930
$244K 0.01%
12,562
+428
931
$243K 0.01%
+1,577
932
$242K 0.01%
+1,959
933
$242K 0.01%
+2,046
934
$241K 0.01%
1,261
+36
935
$241K 0.01%
24,534
-541
936
$241K 0.01%
6,264
-2,346
937
$241K 0.01%
779
+16
938
$240K 0.01%
4,220
939
$240K 0.01%
+4,929
940
$239K 0.01%
2,827
-183
941
$239K 0.01%
23,093
942
$238K 0.01%
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943
$238K 0.01%
579
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944
$238K 0.01%
1,755
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945
$236K 0.01%
2,850
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946
$236K 0.01%
5,672
+294
947
$235K 0.01%
16,233
948
$235K 0.01%
17,758
-460
949
$234K 0.01%
4,374
-334
950
$234K 0.01%
3,537
-42
36 37
38
39 40