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
976
$223K 0.01%
4,820
977
$223K 0.01%
8,427
-4,919
978
$223K 0.01%
3,008
+324
979
$223K 0.01%
+2,597
980
$223K 0.01%
895
-69
981
$222K 0.01%
+1,101
982
$222K 0.01%
+7,975
983
$222K 0.01%
17,139
-1,440
984
$222K 0.01%
+7,128
985
$221K 0.01%
3,684
+540
986
$221K 0.01%
2,150
-4,949
987
$220K 0.01%
11,892
-148
988
$220K 0.01%
4,345
-7,106
989
$220K 0.01%
1,609
-744
990
$219K 0.01%
2,608
-89
991
$219K 0.01%
+9,863
992
$218K 0.01%
7,880
-121
993
$218K 0.01%
+4,208
994
$218K 0.01%
4,899
995
$217K 0.01%
2,530
-294
996
$216K 0.01%
+4,306
997
$216K 0.01%
1,169
-9
998
$216K 0.01%
4,000
999
$216K 0.01%
698
-239
1000
$215K 0.01%
687
+39
38 39
40
41 42