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
676
$548K 0.02%
10,300
677
$544K 0.02%
1,399
+432
678
$544K 0.02%
45,687
+20,498
679
$544K 0.02%
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15,565
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681
$543K 0.02%
8,915
682
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20,787
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683
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687
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27,790
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688
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1,704
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689
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5,449
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1,996
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692
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28,691
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14,191
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696
$529K 0.02%
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$529K 0.02%
5,669
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698
$528K 0.01%
24,051
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699
$528K 0.01%
4,123
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700
$528K 0.01%
21,768
+6,085
26 27
28
29 30