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
1026
$206K 0.01%
14,757
-4,562
1027
$206K 0.01%
+648
1028
$206K 0.01%
11,140
-50
1029
$205K 0.01%
+508
1030
$205K 0.01%
3,008
-203
1031
$205K 0.01%
10,109
-2,516
1032
$205K 0.01%
+3,144
1033
$205K 0.01%
+8,249
1034
$205K 0.01%
+6,269
1035
$204K 0.01%
2,259
-3,016
1036
$204K 0.01%
7,050
1037
$203K 0.01%
+4,000
1038
$202K 0.01%
11,597
1039
$202K 0.01%
1,905
-955
1040
$197K 0.01%
27,591
-7,407
1041
$184K 0.01%
46,200
+247
1042
$181K 0.01%
+3,804
1043
$181K 0.01%
14,942
-8
1044
$178K 0.01%
11,626
-11,305
1045
$175K 0.01%
14,894
+75
1046
$167K 0.01%
16,294
+3,080
1047
$159K 0.01%
+12,019
1048
$151K ﹤0.01%
+10,837
1049
$145K ﹤0.01%
48,050
-987
1050
$136K ﹤0.01%
20,170
-137
40 41
42
43 44