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
776
$479K 0.01%
20,374
+87
777
$475K 0.01%
8,084
+21
778
$472K 0.01%
6,355
+665
779
$472K 0.01%
15,791
+2,489
780
$471K 0.01%
4,321
-4,416
781
$470K 0.01%
8,600
+2,749
782
$470K 0.01%
1,372
+62
783
$470K 0.01%
978
+7
784
$467K 0.01%
6,162
+1,812
785
$465K 0.01%
9,261
-1,154
786
$464K 0.01%
6,069
+120
787
$463K 0.01%
+17,376
788
$462K 0.01%
26,948
+2,303
789
$461K 0.01%
7,094
+160
790
$460K 0.01%
11,995
+1,534
791
$458K 0.01%
18,393
-1,857
792
$458K 0.01%
3,921
+242
793
$451K 0.01%
20,681
+127
794
$451K 0.01%
368
+9
795
$450K 0.01%
3,734
-129
796
$448K 0.01%
98,150
-1,568
797
$446K 0.01%
5,679
-507
798
$446K 0.01%
+5,196
799
$445K 0.01%
14,769
+1,654
800
$442K 0.01%
747
-353
30 31
32
33 34