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
1076
$44.3K ﹤0.01%
24,860
-640
1077
$37.6K ﹤0.01%
+14,400
1078
$37.4K ﹤0.01%
30,180
-1,908
1079
$33.9K ﹤0.01%
+10,040
1080
$33.3K ﹤0.01%
+10,547
1081
$31.1K ﹤0.01%
12,200
1082
$30.3K ﹤0.01%
13,450
1083
$30K ﹤0.01%
20,000
-196
1084
$29.8K ﹤0.01%
+10,000
1085
$28.8K ﹤0.01%
952
+79
1086
$27.5K ﹤0.01%
14,093
+87
1087
$24.8K ﹤0.01%
11,534
1088
$24.7K ﹤0.01%
1,107
-2,444
1089
$23.9K ﹤0.01%
13,000
1090
$23.4K ﹤0.01%
20,000
+9,889
1091
$22.2K ﹤0.01%
10,000
1092
$21.4K ﹤0.01%
250
+126
1093
$21.3K ﹤0.01%
+500
1094
$17K ﹤0.01%
13,629
+1,129
1095
$13.3K ﹤0.01%
651
+15
1096
$10.9K ﹤0.01%
347
1097
$9.84K ﹤0.01%
500
1098
$1.91K ﹤0.01%
+359
1099
$732 ﹤0.01%
1
1100
– –
-2,150
42 43
44
45 46