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
376
$1.46M 0.04%
9,011
+217
377
$1.46M 0.04%
71,544
+5,052
378
$1.45M 0.04%
22,030
+2,766
379
$1.45M 0.04%
9,319
-546
380
$1.44M 0.04%
26,324
-3,935
381
$1.43M 0.04%
47,051
-885
382
$1.43M 0.04%
3,744
-600
383
$1.43M 0.04%
28,895
+1,770
384
$1.43M 0.04%
37,000
-1,000
385
$1.42M 0.04%
25,151
386
$1.42M 0.04%
14,603
-31
387
$1.41M 0.04%
37,493
388
$1.41M 0.04%
3,125
-35
389
$1.4M 0.04%
50,724
-639,162
390
$1.4M 0.04%
76,714
+30,348
391
$1.39M 0.04%
66,832
-517
392
$1.39M 0.04%
70,337
-2,700
393
$1.39M 0.04%
11,696
+238
394
$1.38M 0.04%
54,564
+16,836
395
$1.38M 0.04%
31,026
-246
396
$1.37M 0.04%
2,548
-21
397
$1.36M 0.04%
28,214
+4,163
398
$1.36M 0.04%
18,868
+840
399
$1.35M 0.04%
+27,592
400
$1.35M 0.04%
7,933
-457
14 15
16
17 18