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
551
$883K 0.02%
18,228
-4,807
552
$882K 0.02%
7,797
+1,693
553
$882K 0.02%
19,876
+4,059
554
$880K 0.02%
15,815
+3,107
555
$879K 0.02%
694
-137
556
$878K 0.02%
23,856
+1,318
557
$877K 0.02%
16,005
+6,808
558
$871K 0.02%
3,228
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559
$870K 0.02%
5,136
-4,041
560
$868K 0.02%
4,462
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561
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4,616
+27
562
$863K 0.02%
3,505
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563
$862K 0.02%
8,249
+3,816
564
$862K 0.02%
17,865
+1,441
565
$853K 0.02%
33,913
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566
$853K 0.02%
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567
$852K 0.02%
12,530
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568
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3,139
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569
$849K 0.02%
67,535
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570
$843K 0.02%
5,899
-2,447
571
$843K 0.02%
33,398
-1,900
572
$842K 0.02%
19,286
+4,133
573
$841K 0.02%
+22,132
574
$836K 0.02%
43,633
+6,145
575
$835K 0.02%
86,489
+6,470
21 22
23
24 25