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
326
$2.14M 0.05%
9,123
+120
327
$2.11M 0.05%
11,707
-78
328
$2.1M 0.05%
15,166
-1,971
329
$2.09M 0.05%
19,595
+503
330
$2.08M 0.05%
71,339
+6,363
331
$2.08M 0.05%
16,166
-495
332
$2.08M 0.05%
24,716
+271
333
$2.07M 0.05%
42,786
+14,663
334
$2.06M 0.05%
22,381
+1,653
335
$2.03M 0.05%
15,517
+1,828
336
$2.03M 0.05%
9,069
+2,281
337
$2.03M 0.05%
13,052
-2,729
338
$2.03M 0.05%
39,410
-4,643
339
$2M 0.05%
23,227
+1,705
340
$1.97M 0.05%
13,343
+5,869
341
$1.96M 0.05%
56,359
-5,035
342
$1.96M 0.05%
7,013
+1,743
343
$1.95M 0.05%
28,950
+182
344
$1.95M 0.05%
21,471
-188,179
345
$1.94M 0.04%
10,062
+4,161
346
$1.94M 0.04%
3,994
-511
347
$1.92M 0.04%
18,152
+380
348
$1.92M 0.04%
72,746
+16,505
349
$1.92M 0.04%
18,220
-1,122
350
$1.89M 0.04%
28,694
+1,098
12 13
14
15 16