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
751
$461K 0.01%
4,117
-1,143
752
$459K 0.01%
3,719
+1,101
753
$459K 0.01%
13,558
-2,992
754
$458K 0.01%
5,337
-167
755
$457K 0.01%
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756
$456K 0.01%
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757
$456K 0.01%
2,172
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$455K 0.01%
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759
$454K 0.01%
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$452K 0.01%
6,948
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761
$451K 0.01%
122,991
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762
$451K 0.01%
3,836
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$448K 0.01%
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764
$447K 0.01%
10,164
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765
$447K 0.01%
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53,719
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$438K 0.01%
34,084
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18,223
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$436K 0.01%
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$436K 0.01%
3,531
-188
773
$436K 0.01%
6,514
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774
$436K 0.01%
9,834
-121
775
$435K 0.01%
6,941
29 30
31
32 33