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
801
$437K 0.01%
1,131
+18
802
$435K 0.01%
14,890
+3,438
803
$435K 0.01%
9,517
804
$434K 0.01%
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805
$434K 0.01%
3,850
-45
806
$433K 0.01%
3,864
-507
807
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15,357
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808
$431K 0.01%
1,279
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809
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4,770
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810
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811
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15,184
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812
$426K 0.01%
18,176
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813
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2,359
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814
$425K 0.01%
5,158
+894
815
$425K 0.01%
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816
$425K 0.01%
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817
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818
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16,546
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819
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820
$413K 0.01%
5,000
821
$413K 0.01%
10,202
+38
822
$412K 0.01%
7,809
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823
$411K 0.01%
7,752
+1,266
824
$410K 0.01%
23,444
+7,986
825
$409K 0.01%
9,107
+3,411
31 32
33
34 35