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
201
$3.03M 0.09%
64,406
+5,929
202
$3.02M 0.09%
20,286
+2,429
203
$2.98M 0.09%
30,985
-68
204
$2.97M 0.09%
8,716
-623
205
$2.96M 0.09%
22,467
+2,200
206
$2.95M 0.09%
30,398
+316
207
$2.95M 0.09%
23,442
-12
208
$2.94M 0.09%
70,764
-9,872
209
$2.9M 0.09%
41,428
-442
210
$2.89M 0.09%
8,744
+294
211
$2.88M 0.09%
247,527
+2,240
212
$2.88M 0.09%
12,436
-1,699
213
$2.87M 0.09%
20,337
+2,828
214
$2.83M 0.09%
5,586
-234
215
$2.81M 0.09%
24,558
+1,878
216
$2.8M 0.09%
79,967
+12,769
217
$2.79M 0.09%
21,685
-247
218
$2.73M 0.08%
16,132
-3,772
219
$2.73M 0.08%
21,427
+19,115
220
$2.73M 0.08%
15,750
+3,430
221
$2.71M 0.08%
11,192
+335
222
$2.71M 0.08%
22,784
-2,294
223
$2.69M 0.08%
25,111
-978
224
$2.68M 0.08%
57,199
+50
225
$2.67M 0.08%
20,054
-2,482
7 8
9
10 11