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
176
$3.43M 0.1%
54,058
+3,352
177
$3.42M 0.1%
4,152
-300
178
$3.41M 0.1%
41,792
-2,745
179
$3.41M 0.1%
14,274
-838
180
$3.38M 0.1%
57,435
-5,457
181
$3.35M 0.1%
286,815
+4,769
182
$3.34M 0.1%
49,586
+7,658
183
$3.34M 0.1%
112,962
+19,264
184
$3.34M 0.1%
46,335
-5,946
185
$3.3M 0.1%
31,040
+140
186
$3.28M 0.1%
27,670
-36
187
$3.26M 0.1%
127,990
+3,903
188
$3.25M 0.1%
6,666
+328
189
$3.24M 0.1%
41,658
-7,802
190
$3.17M 0.1%
12,148
+2,803
191
$3.15M 0.1%
795
+52
192
$3.13M 0.1%
88,128
+12,708
193
$3.12M 0.09%
61,500
+7,000
194
$3.1M 0.09%
24,118
+19,049
195
$3.08M 0.09%
11,112
+1,102
196
$3.07M 0.09%
19,331
-3,108
197
$3.06M 0.09%
114,582
-5,999
198
$3.06M 0.09%
41,501
-3,154
199
$3.05M 0.09%
105,257
-3,548
200
$3.03M 0.09%
64,225
-19,246
6 7
8
9 10