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
$3.54B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$17.7M
3
+$17.2M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$17M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$14.9M

Top Sells

1
+$28.9M
2
+$28M
3
+$25.8M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$18.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$18.4M

Sector Composition

1 Technology 17.42%
2 Financials 7.4%
3 Consumer Discretionary 5.11%
4 Healthcare 5.03%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.27M 0.06%
8,490
-68,788
277
$2.26M 0.06%
26,999
-276
278
$2.25M 0.06%
17,137
+232
279
$2.24M 0.06%
17,772
+157
280
$2.24M 0.06%
9,003
-592
281
$2.23M 0.06%
24,572
-3,039
282
$2.23M 0.06%
445,266
+201,196
283
$2.23M 0.06%
21,522
-1,302
284
$2.22M 0.06%
8,074
-587
285
$2.21M 0.06%
45,075
+19,628
286
$2.21M 0.06%
9,059
-468
287
$2.17M 0.06%
61,394
-26,734
288
$2.17M 0.06%
10,798
+30
289
$2.16M 0.06%
29,304
-1,951
290
$2.16M 0.06%
19,092
-2,180
291
$2.14M 0.06%
20,327
-4,231
292
$2.13M 0.06%
17,049
+442
293
$2.13M 0.06%
20,728
-580
294
$2.13M 0.06%
26,475
+218
295
$2.12M 0.06%
51,200
-5,000
296
$2.11M 0.06%
33,635
+1,608
297
$2.11M 0.06%
4,438
-274
298
$2.1M 0.06%
49,157
+6,136
299
$2.1M 0.06%
16,661
+229
300
$2.1M 0.06%
70,470
-7,166
10 11
12
13 14