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
$1.41B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.02M
3
+$6.44M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.46M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.65M

Top Sells

1
+$4.38M
2
+$4.05M
3
+$3.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.19M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.92M

Sector Composition

1 Technology 13.45%
2 Healthcare 7.89%
3 Financials 7.69%
4 Consumer Discretionary 5.39%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$226K 0.02%
+1,052
752
$223K 0.02%
25,681
+7,251
753
$222K 0.02%
+3,141
754
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755
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756
$221K 0.02%
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757
$220K 0.02%
7,181
-7,277
758
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760
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16,491
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761
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19,402
+7,313
762
$217K 0.02%
2,367
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764
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$215K 0.02%
7,062
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7,083
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$208K 0.01%
963
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774
$208K 0.01%
+15,910
775
$208K 0.01%
+12,400
29 30
31
32 33