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
801
$135K 0.01%
26,358
+13,423
802
$132K 0.01%
15,587
803
$131K 0.01%
20,469
-288
804
$123K 0.01%
11,373
+146
805
$121K 0.01%
22,512
-5,486
806
$120K 0.01%
10,574
-8,500
807
$114K 0.01%
+15,058
808
$111K 0.01%
16,537
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809
$110K 0.01%
19,280
+1,148
810
$109K 0.01%
13,468
811
$106K 0.01%
4,121
812
$104K 0.01%
13,271
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813
$102K 0.01%
3,795
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814
$96.6K 0.01%
12,072
-131
815
$93.4K 0.01%
1,368
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816
$90.4K 0.01%
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817
$86.2K 0.01%
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818
$78.9K 0.01%
+25,800
819
$78.9K 0.01%
1,350
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$78.3K 0.01%
21,985
-12,459
821
$77.3K 0.01%
10,623
+305
822
$75.5K 0.01%
12,727
-14,248
823
$73.3K 0.01%
+11,523
824
$71.5K 0.01%
1,104
-6
825
$70.8K 0.01%
+14,723
31 32
33
34 35