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
451
$1.12M 0.03%
7,490
-22
452
$1.12M 0.03%
5,901
+157
453
$1.11M 0.03%
4,357
-444
454
$1.11M 0.03%
18,762
+331
455
$1.11M 0.03%
5,587
-1,637
456
$1.11M 0.03%
12,945
-1,877
457
$1.1M 0.03%
8,705
+328
458
$1.1M 0.03%
57,831
-1,263
459
$1.1M 0.03%
13,923
-17,461
460
$1.09M 0.03%
14,846
-133
461
$1.09M 0.03%
7,463
-1,539
462
$1.08M 0.03%
26,640
463
$1.08M 0.03%
106,970
-23,942
464
$1.07M 0.03%
52,953
-11,756
465
$1.07M 0.03%
26,295
-17,424
466
$1.07M 0.03%
22,000
467
$1.06M 0.03%
7,086
+323
468
$1.06M 0.03%
54,615
-235
469
$1.06M 0.03%
28,196
+156
470
$1.06M 0.03%
9,719
+38
471
$1.06M 0.03%
3,861
+437
472
$1.06M 0.03%
4,693
-30
473
$1.05M 0.03%
12,782
+80
474
$1.05M 0.03%
16,887
-591
475
$1.05M 0.03%
23,238
+507
17 18
19
20 21