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
526
$899K 0.03%
49,858
-15,368
527
$892K 0.03%
2,815
-259
528
$882K 0.03%
39,657
-9,854
529
$880K 0.02%
4,589
+827
530
$880K 0.02%
6,511
-229
531
$877K 0.02%
9,912
+241
532
$876K 0.02%
427
+71
533
$861K 0.02%
23,831
-160
534
$856K 0.02%
15,125
535
$855K 0.02%
8,891
-692
536
$849K 0.02%
22,538
-1,511
537
$841K 0.02%
12,420
538
$841K 0.02%
3,171
+3
539
$840K 0.02%
8,951
+1,448
540
$837K 0.02%
7,479
+995
541
$836K 0.02%
80,019
+28,252
542
$834K 0.02%
11,428
-35
543
$829K 0.02%
26,138
+389
544
$827K 0.02%
+53,257
545
$826K 0.02%
3,078
-222
546
$824K 0.02%
10,838
547
$823K 0.02%
5,627
-188
548
$821K 0.02%
6,923
+1,923
549
$818K 0.02%
2,879
+38
550
$815K 0.02%
17,228
+579
20 21
22
23 24