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 icon
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
826
$70.6K 0.01%
32,107
-1,024
827
$59.7K ﹤0.01%
533
-37
828
$53.4K ﹤0.01%
3,384
-3,333
829
$44.5K ﹤0.01%
+533
830
$43.2K ﹤0.01%
10,000
831
$42.4K ﹤0.01%
36,567
+8,711
832
$41.6K ﹤0.01%
22,386
-30
833
$37.8K ﹤0.01%
1,633
-114
834
$30.6K ﹤0.01%
224
+99
835
$27.7K ﹤0.01%
340
+100
836
$27K ﹤0.01%
11,600
837
$26.8K ﹤0.01%
20,160
838
$25.7K ﹤0.01%
1,818
-2,025
839
$24K ﹤0.01%
510
840
$19.4K ﹤0.01%
+9,744
841
$15.6K ﹤0.01%
833
842
$14.3K ﹤0.01%
25
+2
843
$13K ﹤0.01%
1,763
+13
844
$10.6K ﹤0.01%
200
+79
845
$9.63K ﹤0.01%
950
+348
846
$7.54K ﹤0.01%
10,621
+621
847
$4.13K ﹤0.01%
11,635
+1,635
848
$3.69K ﹤0.01%
+18,810
849
$3.64K ﹤0.01%
+1
850
$1.65K ﹤0.01%
+11,759
32 33
34
35 36