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
826
$379K 0.01%
1,262
+1
827
$377K 0.01%
1,524
+55
828
$376K 0.01%
6,292
-708
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$374K 0.01%
20,250
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830
$372K 0.01%
119,295
-16,645
831
$372K 0.01%
13,115
+29
832
$371K 0.01%
18,652
-6,082
833
$371K 0.01%
1,413
-36
834
$371K 0.01%
10,000
-1,000
835
$370K 0.01%
2,027
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836
$370K 0.01%
14,476
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837
$369K 0.01%
7,244
+348
838
$369K 0.01%
5,022
-365
839
$368K 0.01%
98,640
+851
840
$367K 0.01%
3,613
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841
$365K 0.01%
6,213
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842
$364K 0.01%
7,238
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843
$363K 0.01%
16,406
+3,018
844
$362K 0.01%
1,514
-5
845
$361K 0.01%
2,573
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846
$361K 0.01%
16,019
+2,955
847
$360K 0.01%
5,899
+1,904
848
$359K 0.01%
47,157
849
$359K 0.01%
3,123
+167
850
$358K 0.01%
2,971
-45
32 33
34
35 36