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
401
$1.5M 0.03%
23,586
+1,761
402
$1.5M 0.03%
39,486
+2,055
403
$1.5M 0.03%
12,668
-2,297
404
$1.5M 0.03%
24,476
+5,054
405
$1.5M 0.03%
33,364
-271
406
$1.48M 0.03%
31,857
-378
407
$1.47M 0.03%
84,976
+8,262
408
$1.46M 0.03%
31,129
+2,915
409
$1.46M 0.03%
12,261
+9,872
410
$1.46M 0.03%
9,447
+903
411
$1.45M 0.03%
52,179
+1,455
412
$1.43M 0.03%
43,555
+278
413
$1.41M 0.03%
28,671
+13,964
414
$1.4M 0.03%
40,990
+12,794
415
$1.38M 0.03%
+26,410
416
$1.38M 0.03%
28,907
+12,616
417
$1.38M 0.03%
17,703
-702
418
$1.37M 0.03%
26,275
-918
419
$1.37M 0.03%
7,451
-76
420
$1.36M 0.03%
27,592
421
$1.35M 0.03%
31,847
-3,205
422
$1.34M 0.03%
25,138
-314
423
$1.34M 0.03%
110,188
+11,075
424
$1.33M 0.03%
16,942
+143
425
$1.33M 0.03%
34,000
-3,000
15 16
17
18 19