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
476
$1.05M 0.03%
13,345
-293
477
$1.04M 0.03%
14,799
-39
478
$1.04M 0.03%
4,970
+289
479
$1.04M 0.03%
534
-31
480
$1.03M 0.03%
5,382
-144
481
$1.03M 0.03%
45,373
+3,211
482
$1.03M 0.03%
24,470
-3,406
483
$1.02M 0.03%
43,438
+404
484
$1.02M 0.03%
1,100
+49
485
$1.02M 0.03%
+9,324
486
$1.01M 0.03%
4,787
-12
487
$1.01M 0.03%
7,226
+152
488
$1.01M 0.03%
19,873
-1,166
489
$1.01M 0.03%
49,231
+380
490
$1.01M 0.03%
52,097
+565
491
$998K 0.03%
1,125
-55
492
$998K 0.03%
11,401
-60
493
$992K 0.03%
27,778
-33,986
494
$989K 0.03%
22,977
+964
495
$987K 0.03%
7,119
-59
496
$984K 0.03%
9,894
+4,135
497
$982K 0.03%
92,950
+969
498
$981K 0.03%
8,544
-853
499
$980K 0.03%
13,773
-328
500
$979K 0.03%
20,851
+1,070
18 19
20
21 22