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
726
$497K 0.01%
20,996
+342
727
$494K 0.01%
27,274
+3,343
728
$494K 0.01%
+3,717
729
$494K 0.01%
10,130
730
$492K 0.01%
18,907
731
$492K 0.01%
20,990
+8,706
732
$491K 0.01%
2,853
-989
733
$488K 0.01%
5,832
+758
734
$482K 0.01%
7,626
+486
735
$482K 0.01%
3,863
-170
736
$479K 0.01%
11,463
-1,713
737
$477K 0.01%
2,678
+467
738
$476K 0.01%
8,033
+604
739
$476K 0.01%
2,453
-631
740
$475K 0.01%
2,830
-441
741
$473K 0.01%
20,287
+3,863
742
$472K 0.01%
20,930
-1,593
743
$471K 0.01%
9,643
+1,334
744
$471K 0.01%
1,002
+69
745
$471K 0.01%
5,949
+471
746
$467K 0.01%
298
-27
747
$465K 0.01%
2,695
+251
748
$464K 0.01%
11,448
+2,356
749
$463K 0.01%
8,660
+2,640
750
$461K 0.01%
+9,197
28 29
30
31 32