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
376
$1.67M 0.04%
23,177
-9,413
377
$1.66M 0.04%
28,459
+21,250
378
$1.66M 0.04%
4,888
-676
379
$1.64M 0.04%
5,773
+245
380
$1.64M 0.04%
9,235
+224
381
$1.64M 0.04%
12,106
+2,787
382
$1.63M 0.04%
11,666
-8
383
$1.62M 0.04%
23,683
+2,048
384
$1.62M 0.04%
15,223
-12
385
$1.62M 0.04%
44,062
-9,938
386
$1.61M 0.04%
28,466
-2,862
387
$1.61M 0.04%
61,685
+14,657
388
$1.59M 0.04%
12,075
-1,598
389
$1.58M 0.04%
13,487
+420
390
$1.58M 0.04%
15,530
-159
391
$1.58M 0.04%
13,866
+2,697
392
$1.57M 0.04%
19,180
+535
393
$1.56M 0.04%
30,076
+7,933
394
$1.56M 0.04%
5,201
+3,513
395
$1.54M 0.04%
32,213
+1,187
396
$1.53M 0.04%
224,553
+199,072
397
$1.52M 0.04%
19,293
-684
398
$1.52M 0.04%
4,476
+732
399
$1.51M 0.03%
26,286
-189
400
$1.51M 0.03%
8,746
+2,045
14 15
16
17 18