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
451
$1.21M 0.03%
2,674
-2,096
452
$1.21M 0.03%
51,916
-181
453
$1.2M 0.03%
5,353
+660
454
$1.19M 0.03%
9,735
-2,237
455
$1.18M 0.03%
19,287
+1,000
456
$1.18M 0.03%
2,353
+8
457
$1.18M 0.03%
6,312
+4,236
458
$1.18M 0.03%
10,844
+68
459
$1.18M 0.03%
17,482
+2,636
460
$1.18M 0.03%
1,247
+122
461
$1.17M 0.03%
60,433
+5,818
462
$1.17M 0.03%
20,455
-4,696
463
$1.16M 0.03%
13,068
-1,535
464
$1.16M 0.03%
39,372
+1,540
465
$1.16M 0.03%
32,230
+4,452
466
$1.15M 0.03%
11,845
+926
467
$1.15M 0.03%
+22,578
468
$1.14M 0.03%
8,658
+1,195
469
$1.14M 0.03%
31,000
-2,700
470
$1.14M 0.03%
79,409
-3,507
471
$1.13M 0.03%
3,777
+12
472
$1.13M 0.03%
6,383
+796
473
$1.12M 0.03%
5,477
-1,646
474
$1.12M 0.03%
34,992
+4,725
475
$1.11M 0.03%
+12,504
17 18
19
20 21