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
1001
$213K 0.01%
+1,303
1002
$213K 0.01%
15,874
+980
1003
$213K 0.01%
+4,062
1004
$212K 0.01%
1,573
-14
1005
$212K 0.01%
19,644
+3,350
1006
$211K 0.01%
+7,935
1007
$211K 0.01%
+444
1008
$210K 0.01%
+3,876
1009
$209K 0.01%
+3,995
1010
$208K 0.01%
+1,007
1011
$207K 0.01%
1,908
-158
1012
$207K 0.01%
11,362
-1,575
1013
$205K 0.01%
687
-1,235
1014
$205K 0.01%
48,490
+2,290
1015
$204K 0.01%
5,196
-64
1016
$204K 0.01%
4,464
-2,495
1017
$204K 0.01%
+1,117
1018
$204K 0.01%
3,424
+1
1019
$203K 0.01%
27,298
-2,518
1020
$203K 0.01%
+2,769
1021
$203K 0.01%
1,591
-2,213
1022
$203K 0.01%
1,684
-572
1023
$202K 0.01%
9,712
-1,321
1024
$201K 0.01%
+4,511
1025
$201K 0.01%
+3,526
39 40
41
42 43