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
126
$4.72M 0.14%
10,106
+1,030
127
$4.69M 0.14%
66,630
+4,995
128
$4.67M 0.14%
177,506
-6,000
129
$4.64M 0.14%
105,558
-2,301
130
$4.62M 0.14%
12,047
+1,022
131
$4.61M 0.14%
89,919
+65,834
132
$4.59M 0.14%
10,308
+315
133
$4.54M 0.14%
115,929
-2,695
134
$4.52M 0.14%
76,145
+4,655
135
$4.48M 0.14%
20,843
+5,145
136
$4.45M 0.14%
81,634
-1,913
137
$4.41M 0.13%
98,760
+10,885
138
$4.37M 0.13%
269,115
+27,750
139
$4.31M 0.13%
136,766
-11,140
140
$4.31M 0.13%
181,550
-286
141
$4.26M 0.13%
42,002
-434
142
$4.24M 0.13%
19,852
-129
143
$4.14M 0.13%
159,687
-6,666
144
$4.1M 0.12%
44,960
-6,525
145
$4.09M 0.12%
18,568
+20
146
$4.08M 0.12%
147,569
-660,133
147
$4.06M 0.12%
255,648
+3,862
148
$4.04M 0.12%
25,954
+2,082
149
$4.03M 0.12%
6,905
+766
150
$4.02M 0.12%
10,753
+1,574
4 5
6
7 8