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
1051
$134K ﹤0.01%
3,448
-95
1052
$134K ﹤0.01%
19,904
-1,658
1053
$128K ﹤0.01%
32,634
-163
1054
$122K ﹤0.01%
11,001
1055
$115K ﹤0.01%
21,404
-6,658
1056
$111K ﹤0.01%
16,154
-4
1057
$109K ﹤0.01%
+46,500
1058
$109K ﹤0.01%
39,209
-107
1059
$105K ﹤0.01%
3,551
+646
1060
$101K ﹤0.01%
21,202
-8
1061
$98.9K ﹤0.01%
12,224
-270
1062
$95.9K ﹤0.01%
+17,365
1063
$95.3K ﹤0.01%
11,550
+39
1064
$90.1K ﹤0.01%
14,006
1065
$89.8K ﹤0.01%
11,000
1066
$88.8K ﹤0.01%
+11,949
1067
$87.9K ﹤0.01%
12,054
+724
1068
$86.9K ﹤0.01%
3,048
+938
1069
$84K ﹤0.01%
11,680
-652
1070
$82.5K ﹤0.01%
21,646
1071
$81.9K ﹤0.01%
+10,320
1072
$78.2K ﹤0.01%
11,178
+58
1073
$74.8K ﹤0.01%
25,500
-37
1074
$71.8K ﹤0.01%
+20,870
1075
$70.1K ﹤0.01%
20,015
+9,989
41 42
43
44 45