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
1001
$221K 0.01%
+84,697
1002
$221K 0.01%
7,018
-354
1003
$221K 0.01%
5,823
-2,370
1004
$220K 0.01%
1,954
+52
1005
$220K 0.01%
8,001
+100
1006
$220K 0.01%
+2,180
1007
$219K 0.01%
25,787
+8,442
1008
$219K 0.01%
+5,260
1009
$219K 0.01%
19,864
+4,521
1010
$218K 0.01%
+2,767
1011
$218K 0.01%
2,753
1012
$218K 0.01%
+1,763
1013
$218K 0.01%
1,686
-167
1014
$218K 0.01%
4,899
1015
$215K 0.01%
+3,113
1016
$215K 0.01%
+1,178
1017
$214K 0.01%
8,548
+150
1018
$213K 0.01%
3,585
-188
1019
$213K 0.01%
12,040
-1,630
1020
$211K 0.01%
+2,187
1021
$209K 0.01%
+2,423
1022
$208K 0.01%
+4,029
1023
$207K 0.01%
+1,903
1024
$207K 0.01%
+3,423
1025
$206K 0.01%
+6,651
39 40
41
42 43