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
476
$1.11M 0.03%
12,887
+693
477
$1.11M 0.03%
4,473
-303
478
$1.11M 0.03%
27,058
+3,227
479
$1.1M 0.03%
54,778
+1,521
480
$1.1M 0.03%
21,661
-2,455
481
$1.1M 0.03%
26,640
482
$1.1M 0.03%
32,324
-11,769
483
$1.1M 0.03%
47,449
+13,785
484
$1.09M 0.03%
7,362
+243
485
$1.09M 0.03%
17,417
-4,613
486
$1.09M 0.03%
26,317
+22
487
$1.09M 0.03%
4,651
+294
488
$1.09M 0.03%
+13,614
489
$1.09M 0.03%
26,554
+3,735
490
$1.08M 0.02%
8,233
-472
491
$1.08M 0.02%
8,885
+19
492
$1.07M 0.02%
629
+202
493
$1.05M 0.02%
27,768
-5,932
494
$1.05M 0.02%
4,540
+569
495
$1.05M 0.02%
13,617
+1,610
496
$1.05M 0.02%
22,620
+1,769
497
$1.05M 0.02%
16,978
+1,547
498
$1.04M 0.02%
56,764
+3,811
499
$1.04M 0.02%
5,000
-68
500
$1.04M 0.02%
19,509
+2,449
18 19
20
21 22