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
$4.55B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,288
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$39.1M
3
+$26.3M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$22.3M
5
MSFT icon
Microsoft
MSFT
+$21M

Top Sells

1
+$45.8M
2
+$41.6M
3
+$31.2M
4
IYR icon
iShares US Real Estate ETF
IYR
+$31.2M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$23M

Sector Composition

1 Technology 17.21%
2 Financials 8.54%
3 Consumer Discretionary 5.06%
4 Healthcare 4.82%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$417K 0.01%
+8,960
827
$415K 0.01%
3,397
-262
828
$415K 0.01%
16,925
-451
829
$414K 0.01%
1,267
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830
$414K 0.01%
16,005
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831
$414K 0.01%
5,407
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832
$414K 0.01%
25,881
-1,067
833
$414K 0.01%
26,814
-3,382
834
$413K 0.01%
7,732
+1,179
835
$413K 0.01%
4,323
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836
$411K 0.01%
5,000
837
$411K 0.01%
3,450
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838
$411K 0.01%
5,583
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839
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3,639
-95
840
$407K 0.01%
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841
$407K 0.01%
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4,560
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843
$401K 0.01%
8,014
844
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23,212
-5,434
845
$397K 0.01%
3,785
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846
$397K 0.01%
336
-32
847
$394K 0.01%
4,828
-257
848
$394K 0.01%
2,607
+672
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$394K 0.01%
9,308
+1,967
850
$393K 0.01%
42,474
-27
32 33
34
35 36