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
1076
$68.4K ﹤0.01%
+31,980
1077
$66.9K ﹤0.01%
3,984
1078
$65K ﹤0.01%
+15,000
1079
$61.8K ﹤0.01%
+13,143
1080
$57.9K ﹤0.01%
+23,072
1081
$57.4K ﹤0.01%
1,031
1082
$55.4K ﹤0.01%
21,063
+10,000
1083
$54.4K ﹤0.01%
1,743
+88
1084
$53.6K ﹤0.01%
40,000
1085
$51.9K ﹤0.01%
+10,819
1086
$50.7K ﹤0.01%
32,088
-14
1087
$50.3K ﹤0.01%
5,210
+241
1088
$45.9K ﹤0.01%
+1,551
1089
$44.6K ﹤0.01%
20,160
-9
1090
$44.3K ﹤0.01%
15,130
1091
$41.4K ﹤0.01%
+124
1092
$39K ﹤0.01%
+20,196
1093
$37.4K ﹤0.01%
+13,450
1094
$33.2K ﹤0.01%
+873
1095
$30.3K ﹤0.01%
+10,100
1096
$28.7K ﹤0.01%
636
-23
1097
$28.5K ﹤0.01%
1,154
-1,200
1098
$26.9K ﹤0.01%
+11,783
1099
$26.8K ﹤0.01%
+10,000
1100
$25.6K ﹤0.01%
12,200
-3,000
42 43
44
45 46