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
351
$1.86M 0.04%
200,800
352
$1.84M 0.04%
59,625
353
$1.84M 0.04%
11,274
-5,687
354
$1.83M 0.04%
53,374
+173
355
$1.83M 0.04%
24,218
+1,203
356
$1.83M 0.04%
78,517
-2,350
357
$1.82M 0.04%
48,210
+4,414
358
$1.82M 0.04%
20,355
+1,793
359
$1.81M 0.04%
5,740
-332
360
$1.81M 0.04%
12,465
+4,975
361
$1.81M 0.04%
7,991
+602
362
$1.8M 0.04%
119,056
+9,040
363
$1.78M 0.04%
42,496
+22,390
364
$1.78M 0.04%
32,817
+697
365
$1.77M 0.04%
25,983
+3,468
366
$1.76M 0.04%
14,073
+1,617
367
$1.75M 0.04%
21,349
-6,599
368
$1.73M 0.04%
21,336
+375
369
$1.72M 0.04%
39,146
-5,484
370
$1.72M 0.04%
16,548
-370
371
$1.71M 0.04%
133,557
-5,038
372
$1.71M 0.04%
62,665
+15,663
373
$1.71M 0.04%
40,367
-10,833
374
$1.7M 0.04%
3,684
+559
375
$1.68M 0.04%
21,927
+3,059
13 14
15
16 17