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
351
$1.62M 0.05%
11,972
-1,538
352
$1.61M 0.05%
25,452
-648
353
$1.61M 0.05%
5,564
-1,811
354
$1.61M 0.05%
21,825
-1,921
355
$1.6M 0.05%
110,016
+1,760
356
$1.6M 0.05%
56,241
+15,702
357
$1.59M 0.04%
7,389
-361
358
$1.58M 0.04%
27,193
+554
359
$1.58M 0.04%
200,800
-593
360
$1.58M 0.04%
7,769
-101
361
$1.57M 0.04%
21,635
+3,162
362
$1.56M 0.04%
13,067
-204
363
$1.56M 0.04%
5,528
-118
364
$1.56M 0.04%
18,562
-394
365
$1.55M 0.04%
19,977
+3,554
366
$1.55M 0.04%
15,689
-61
367
$1.54M 0.04%
12,456
+10
368
$1.54M 0.04%
1,480
-92
369
$1.54M 0.04%
18,645
+38
370
$1.53M 0.04%
3,765
-300
371
$1.5M 0.04%
35,052
+4,251
372
$1.48M 0.04%
57,410
-25,937
373
$1.47M 0.04%
32,235
+2,110
374
$1.47M 0.04%
11,169
-1,608
375
$1.47M 0.04%
32,120
+1,917
13 14
15
16 17