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
1051
$95.8K ﹤0.01%
31,980
1052
$94.7K ﹤0.01%
11,590
+40
1053
$93.9K ﹤0.01%
13,332
+1,278
1054
$93K ﹤0.01%
11,000
1055
$89.1K ﹤0.01%
30,100
+20,000
1056
$87.2K ﹤0.01%
16,152
-2
1057
$81.6K ﹤0.01%
39,416
+207
1058
$79.3K ﹤0.01%
11,241
+63
1059
$76K ﹤0.01%
2,911
-137
1060
$72.8K ﹤0.01%
22,737
+1,333
1061
$70.7K ﹤0.01%
1,047
+16
1062
$67.3K ﹤0.01%
20,015
1063
$64.1K ﹤0.01%
3,984
1064
$61.7K ﹤0.01%
25,185
+2,113
1065
$61K ﹤0.01%
15,130
1066
$58.8K ﹤0.01%
19,798
-1,404
1067
$55.9K ﹤0.01%
20,858
+954
1068
$52.5K ﹤0.01%
37,500
-2,500
1069
$52K ﹤0.01%
11,616
+797
1070
$51.9K ﹤0.01%
30,000
+15,000
1071
$51.3K ﹤0.01%
11,469
+821
1072
$48.3K ﹤0.01%
11,203
-1,940
1073
$48.1K ﹤0.01%
20,660
-210
1074
$45.4K ﹤0.01%
20,160
1075
$44.6K ﹤0.01%
4,612
-598
41 42
43
44 45