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
151
$3.97M 0.12%
36,318
+4,080
152
$3.89M 0.12%
32,827
-934
153
$3.87M 0.12%
17,252
+1,175
154
$3.87M 0.12%
66,008
-232,652
155
$3.85M 0.12%
34,915
+772
156
$3.84M 0.12%
21,092
-1,632
157
$3.84M 0.12%
38,134
+11,067
158
$3.81M 0.12%
49,079
+2,919
159
$3.78M 0.12%
48,304
-913
160
$3.77M 0.11%
8,597
+2,616
161
$3.72M 0.11%
99,353
+25,512
162
$3.7M 0.11%
47,023
-2,638
163
$3.67M 0.11%
15,508
+1,545
164
$3.67M 0.11%
22,356
-1,414
165
$3.63M 0.11%
57,918
-2,032
166
$3.62M 0.11%
79,539
+385
167
$3.57M 0.11%
20,920
-28,331
168
$3.56M 0.11%
74,193
+1,526
169
$3.56M 0.11%
6,311
-170
170
$3.53M 0.11%
32,034
+417
171
$3.49M 0.11%
6,514
+30
172
$3.48M 0.11%
15,373
-425
173
$3.47M 0.11%
7,403
+313
174
$3.47M 0.11%
17,085
-1,125
175
$3.44M 0.1%
34,306
+1,060
5 6
7
8 9