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
$1.41B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.02M
3
+$6.44M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.46M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.65M

Top Sells

1
+$4.38M
2
+$4.05M
3
+$3.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.19M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.92M

Sector Composition

1 Technology 13.45%
2 Healthcare 7.89%
3 Financials 7.69%
4 Consumer Discretionary 5.39%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M 0.09%
38,638
+18,953
227
$1.34M 0.09%
15,206
-826
228
$1.32M 0.09%
+57,201
229
$1.31M 0.09%
13,469
+772
230
$1.29M 0.09%
5,126
-1
231
$1.29M 0.09%
28,615
+420
232
$1.28M 0.09%
+24,147
233
$1.28M 0.09%
5,216
-198
234
$1.27M 0.09%
69,705
+2,036
235
$1.27M 0.09%
18,991
+905
236
$1.26M 0.09%
+59,600
237
$1.24M 0.09%
7,584
+349
238
$1.24M 0.09%
27,590
-1,160
239
$1.24M 0.09%
31,873
-25,915
240
$1.23M 0.09%
5,925
+52
241
$1.23M 0.09%
29,560
242
$1.23M 0.09%
3,776
+144
243
$1.23M 0.09%
9,063
-58
244
$1.22M 0.09%
52,372
-13,590
245
$1.21M 0.09%
104,046
+37,437
246
$1.21M 0.09%
20,522
+6,989
247
$1.2M 0.09%
3,770
+1,062
248
$1.2M 0.09%
+137,715
249
$1.2M 0.09%
15,202
+326
250
$1.2M 0.08%
20,388
8 9
10
11 12