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
501
$1.04M 0.02%
3,026
+669
502
$1.04M 0.02%
7,738
+512
503
$1.04M 0.02%
+11,257
504
$1.04M 0.02%
12,279
+878
505
$1.03M 0.02%
15,796
+347
506
$1.03M 0.02%
105,452
-1,518
507
$1.03M 0.02%
14,325
+26
508
$1.03M 0.02%
12,198
-584
509
$1.03M 0.02%
3,613
+535
510
$1.03M 0.02%
3,581
+702
511
$1.02M 0.02%
13,111
+4,160
512
$1.02M 0.02%
11,582
+699
513
$1.01M 0.02%
9,886
+2,407
514
$1M 0.02%
2,715
-759
515
$995K 0.02%
3,406
-19
516
$994K 0.02%
3,068
-233
517
$991K 0.02%
8,989
-730
518
$990K 0.02%
9,049
+2,602
519
$988K 0.02%
16,327
-3,546
520
$987K 0.02%
25,691
+295
521
$986K 0.02%
10,050
+138
522
$984K 0.02%
5,225
+299
523
$977K 0.02%
49,231
524
$975K 0.02%
26,045
-11,448
525
$972K 0.02%
19,261
-3,716
19 20
21
22 23