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
76
$7.21M 0.22%
134,598
-36,018
77
$7.2M 0.22%
28,244
+281
78
$7.19M 0.22%
151,265
+5,930
79
$7.09M 0.22%
143,412
-445,908
80
$6.97M 0.21%
19,127
+5
81
$6.87M 0.21%
45,617
+2,646
82
$6.82M 0.21%
829,234
+15,819
83
$6.72M 0.2%
105,589
+2,563
84
$6.72M 0.2%
133,365
+26,238
85
$6.67M 0.2%
21,353
-591
86
$6.59M 0.2%
33,870
+1,253
87
$6.55M 0.2%
388,816
+24,188
88
$6.43M 0.2%
61,875
+531
89
$6.38M 0.19%
51,507
-2,234
90
$6.36M 0.19%
36,304
+972
91
$6.32M 0.19%
11,369
-2,524
92
$6.31M 0.19%
6,169
+181
93
$6.29M 0.19%
21,686
-1,546
94
$6.29M 0.19%
152,516
-8,328
95
$6.26M 0.19%
24,367
+3,373
96
$6.26M 0.19%
7,957
-465
97
$6.13M 0.19%
9,322
-144
98
$6.04M 0.18%
194,921
+31,637
99
$6.03M 0.18%
133,321
-20,321
100
$6.01M 0.18%
84,834
-490
2 3
4
5 6