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
951
$243K 0.01%
4,336
-34,555
952
$243K 0.01%
4,220
953
$243K 0.01%
1,225
+26
954
$242K 0.01%
3,846
+1
955
$242K 0.01%
+2,915
956
$242K 0.01%
4,724
+82
957
$240K 0.01%
2,697
+118
958
$240K 0.01%
25,075
+165
959
$239K 0.01%
5,487
+134
960
$239K 0.01%
2,684
-43
961
$239K 0.01%
12,863
+788
962
$239K 0.01%
8,489
+322
963
$239K 0.01%
+714
964
$238K 0.01%
2,490
-9
965
$238K 0.01%
12,134
-6,507
966
$237K 0.01%
16,891
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967
$237K 0.01%
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968
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1,913
-6
969
$236K 0.01%
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970
$235K 0.01%
11,562
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971
$234K 0.01%
+5,670
972
$233K 0.01%
11,033
-319
973
$233K 0.01%
2,185
+81
974
$232K 0.01%
9,155
+78
975
$231K 0.01%
5,378
-194
37 38
39
40 41