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
$95.4M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$998K
3 +$973K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$961K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$946K

Top Sells

1 +$500K
2 +$347K
3 +$247K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K
5
MLN icon
VanEck Long Muni ETF
MLN
+$207K

Sector Composition

1 Technology 7%
2 Consumer Discretionary 3.26%
3 Communication Services 2.02%
4 Financials 1.1%
5 Energy 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,000
102
-818
103
-934
104
-339
105
-530
106
-558
107
-2,345
108
-1,818
109
-627