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
251
$3.16M 0.07%
85,202
+40,947
252
$3.15M 0.07%
56,748
+13,214
253
$3.09M 0.07%
40,792
+4,313
254
$3.09M 0.07%
71,362
+6,727
255
$3.07M 0.07%
117,066
+3,484
256
$3.04M 0.07%
625,563
+180,297
257
$3.03M 0.07%
102,031
+31,561
258
$3.03M 0.07%
13,712
-3,257
259
$3.01M 0.07%
5,012
+1,559
260
$3.01M 0.07%
90,487
+5,529
261
$3M 0.07%
8,331
-7
262
$2.98M 0.07%
249,903
+4,485
263
$2.97M 0.07%
4,715
+408
264
$2.94M 0.07%
25,567
+646
265
$2.92M 0.07%
12,577
+1,226
266
$2.92M 0.07%
30,857
+15,561
267
$2.91M 0.07%
31,738
+4,087
268
$2.89M 0.07%
113,107
+10,429
269
$2.88M 0.07%
61,465
-3,205
270
$2.86M 0.07%
28,860
+8,533
271
$2.84M 0.07%
57,127
-72
272
$2.82M 0.07%
32,708
+4,076
273
$2.81M 0.06%
2,666
+1,186
274
$2.8M 0.06%
37,085
+10,966
275
$2.8M 0.06%
18,483
+1,004
9 10
11
12 13