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
801
$412K 0.01%
4,086
+195
802
$411K 0.01%
2,402
-402
803
$410K 0.01%
+15,703
804
$405K 0.01%
3,665
-1,321
805
$404K 0.01%
8,014
-2,114
806
$403K 0.01%
+13,753
807
$403K 0.01%
13,302
-2,708
808
$403K 0.01%
19,500
809
$402K 0.01%
2,966
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810
$397K 0.01%
10,461
-484
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$397K 0.01%
128,859
+2,808
812
$397K 0.01%
4,715
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813
$394K 0.01%
13,999
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814
$390K 0.01%
40,603
-3,032
815
$390K 0.01%
2,918
-7,091
816
$390K 0.01%
1,374
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817
$387K 0.01%
7,396
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818
$387K 0.01%
3,584
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$385K 0.01%
13,934
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820
$384K 0.01%
12,222
-63
821
$382K 0.01%
6,794
+1,021
822
$381K 0.01%
11,452
+635
823
$380K 0.01%
4,915
+2,146
824
$380K 0.01%
11,825
+596
825
$380K 0.01%
3,958
-1,531
31 32
33
34 35