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 7.43%
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
51
$16.3M 0.37%
210,375
+196,452
52
$16M 0.37%
76,129
+67,604
53
$16M 0.37%
31,534
+1,824
54
$15.7M 0.36%
147,703
+11,315
55
$15.4M 0.35%
151,432
+27,829
56
$15.3M 0.35%
306,246
+16,882
57
$15.3M 0.35%
105,500
+18,082
58
$15.2M 0.35%
19,651
+5,421
59
$15.2M 0.35%
170,020
+500
60
$14.7M 0.34%
290,636
-32,164
61
$14.5M 0.33%
+582,958
62
$14.4M 0.33%
49,771
+22,354
63
$14.1M 0.32%
79,230
+8,209
64
$13.6M 0.31%
63,843
+1,573
65
$13.5M 0.31%
121,739
-2,496
66
$12.9M 0.3%
+482,543
67
$12.6M 0.29%
118,138
+3,303
68
$12.2M 0.28%
+57,780
69
$12.1M 0.28%
126,126
-5,997
70
$12.1M 0.28%
55,119
+7,472
71
$11.9M 0.27%
82,208
+15,766
72
$11.6M 0.27%
51,221
+9,744
73
$11.3M 0.26%
10,985
+2,833
74
$10.7M 0.25%
52,885
+33,604
75
$10.7M 0.25%
64,020
+2,305
1 2
3
4 5