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
151
$3.87M 0.12%
34,143
+1,911
152
$3.86M 0.12%
23,872
+1,815
153
$3.83M 0.12%
18,210
-4,337
154
$3.8M 0.12%
52,281
-487,909
155
$3.8M 0.12%
241,365
+27,459
156
$3.77M 0.12%
15,112
+27
157
$3.76M 0.12%
47,180
-2,136
158
$3.75M 0.12%
13,963
+983
159
$3.63M 0.11%
6,481
+989
160
$3.61M 0.11%
32,238
+696
161
$3.61M 0.11%
6,484
-10
162
$3.58M 0.11%
62,892
-22,690
163
$3.57M 0.11%
44,537
-1,323
164
$3.53M 0.11%
11,025
-31
165
$3.49M 0.11%
59,950
+2,500
166
$3.45M 0.11%
79,154
+3,289
167
$3.45M 0.11%
72,667
+1,481
168
$3.43M 0.11%
16,077
-654
169
$3.42M 0.11%
6,338
+222
170
$3.41M 0.11%
282,046
+462
171
$3.4M 0.11%
27,706
+1,888
172
$3.37M 0.11%
61,943
-9,490
173
$3.35M 0.11%
40,959
-24,833
174
$3.34M 0.11%
9,339
-625
175
$3.31M 0.1%
46,160
-2,916
5 6
7
8 9