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
276
$2.78M 0.06%
57,128
+28,233
277
$2.78M 0.06%
109,346
-5,417
278
$2.77M 0.06%
5,906
-3
279
$2.75M 0.06%
103,366
+37,404
280
$2.72M 0.06%
9,703
+1,213
281
$2.72M 0.06%
21,037
+1,379
282
$2.7M 0.06%
26,876
-1,853
283
$2.69M 0.06%
18,036
+3,854
284
$2.67M 0.06%
63,025
+6,132
285
$2.64M 0.06%
36,779
+1,648
286
$2.64M 0.06%
35,734
-2,484
287
$2.63M 0.06%
8,906
+832
288
$2.62M 0.06%
64,880
+45,588
289
$2.61M 0.06%
7,932
+933
290
$2.6M 0.06%
50,940
+188
291
$2.6M 0.06%
12,547
+4,778
292
$2.6M 0.06%
10,230
+1,171
293
$2.59M 0.06%
9,383
+468
294
$2.56M 0.06%
94,703
-8,646
295
$2.55M 0.06%
13,783
+1,498
296
$2.55M 0.06%
128,264
+2,831
297
$2.54M 0.06%
18,191
+38
298
$2.53M 0.06%
51,393
+6,318
299
$2.5M 0.06%
134,913
+41,757
300
$2.46M 0.06%
9,700
+7,586
10 11
12
13 14