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
776
$433K 0.01%
1,385
+57
777
$433K 0.01%
21,225
-5,390
778
$431K 0.01%
3,301
-339
779
$430K 0.01%
10,997
+681
780
$429K 0.01%
5,936
+1,377
781
$429K 0.01%
23,285
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782
$429K 0.01%
5,106
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783
$428K 0.01%
2,041
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784
$428K 0.01%
9,517
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785
$427K 0.01%
7,209
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786
$427K 0.01%
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787
$427K 0.01%
7,000
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788
$426K 0.01%
10,148
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789
$425K 0.01%
12,334
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790
$425K 0.01%
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$424K 0.01%
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792
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4,706
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12,034
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794
$418K 0.01%
13,454
795
$417K 0.01%
4,693
796
$417K 0.01%
17,983
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797
$416K 0.01%
2,653
+446
798
$414K 0.01%
16,887
-10,700
799
$413K 0.01%
24,645
+5,077
800
$412K 0.01%
1,113
+415
30 31
32
33 34