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
426
$1.32M 0.03%
23,037
+1,377
427
$1.32M 0.03%
52,292
-5,118
428
$1.31M 0.03%
9,784
+7,899
429
$1.3M 0.03%
66,837
+5
430
$1.3M 0.03%
3,515
+257
431
$1.3M 0.03%
24,204
+3,809
432
$1.3M 0.03%
2,519
-29
433
$1.3M 0.03%
30,435
434
$1.3M 0.03%
5,338
+551
435
$1.3M 0.03%
27,973
+1,225
436
$1.29M 0.03%
11,363
+1,469
437
$1.28M 0.03%
67,660
-3,884
438
$1.28M 0.03%
17,892
-89
439
$1.28M 0.03%
15,100
+387
440
$1.27M 0.03%
45,611
-1,440
441
$1.27M 0.03%
+28,101
442
$1.27M 0.03%
7,916
-17
443
$1.27M 0.03%
23,254
+6,367
444
$1.27M 0.03%
7,101
+15
445
$1.24M 0.03%
29,102
+1,022
446
$1.24M 0.03%
30,881
+4,557
447
$1.24M 0.03%
17,009
+1,199
448
$1.23M 0.03%
1,722
+130
449
$1.22M 0.03%
23,772
-12
450
$1.22M 0.03%
55,524
-1,830
16 17
18
19 20