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
$4.34B
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,281
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$44.3M
3
+$37.1M
4
AAPL icon
Apple
AAPL
+$36.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$31.4M

Top Sells

1
+$17.1M
2
+$14.3M
3
+$14.3M
4
IYW icon
iShares US Technology ETF
IYW
+$13.5M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.87M

Sector Composition

1 Technology 17.2%
2 Financials 7.43%
3 Consumer Discretionary 5.28%
4 Industrials 4.24%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.57M 0.08%
16,812
+4,444
227
$3.57M 0.08%
56,005
+1,475
228
$3.54M 0.08%
9,594
+964
229
$3.53M 0.08%
112,682
+5,170
230
$3.51M 0.08%
37,999
+11,000
231
$3.5M 0.08%
57,972
+14,630
232
$3.44M 0.08%
163,411
+24,446
233
$3.42M 0.08%
29,099
+948
234
$3.41M 0.08%
14,252
+909
235
$3.39M 0.08%
11,705
-7,686
236
$3.38M 0.08%
148,714
-1,192
237
$3.37M 0.08%
42,213
+383
238
$3.32M 0.08%
36,318
+10,039
239
$3.32M 0.08%
5,213
+62
240
$3.31M 0.08%
65,500
+3,000
241
$3.31M 0.08%
3,123
+288
242
$3.28M 0.08%
6,314
+604
243
$3.26M 0.08%
14,762
+2,562
244
$3.25M 0.08%
12,823
+1,093
245
$3.24M 0.07%
125,378
+15,290
246
$3.24M 0.07%
32,520
+516
247
$3.22M 0.07%
12,175
+252
248
$3.21M 0.07%
27,999
+2,821
249
$3.2M 0.07%
26,350
+3,569
250
$3.2M 0.07%
26,065
+711
8 9
10
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