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 7.44%
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
301
$2.44M 0.06%
51,493
-11,593
302
$2.4M 0.06%
10,565
+671
303
$2.37M 0.05%
86,430
+438
304
$2.37M 0.05%
27,746
+4,442
305
$2.36M 0.05%
54,502
+5,345
306
$2.36M 0.05%
53,508
+13,005
307
$2.36M 0.05%
48,156
+12,306
308
$2.3M 0.05%
25,317
+2,746
309
$2.3M 0.05%
36,071
+1,423
310
$2.29M 0.05%
16,677
+1,443
311
$2.26M 0.05%
19,510
+17,632
312
$2.26M 0.05%
17,106
+443
313
$2.26M 0.05%
41,613
-24,688
314
$2.26M 0.05%
25,515
+2,411
315
$2.25M 0.05%
59,200
-1,416
316
$2.24M 0.05%
42,237
+13,502
317
$2.23M 0.05%
69,044
+16,050
318
$2.22M 0.05%
46,813
+3,445
319
$2.21M 0.05%
139,627
-69,528
320
$2.2M 0.05%
5,330
-2,027
321
$2.19M 0.05%
4,119
+95
322
$2.18M 0.05%
4,614
+176
323
$2.16M 0.05%
24,568
-4
324
$2.15M 0.05%
10,706
-92
325
$2.14M 0.05%
7,134
+824
11 12
13
14 15