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
851
$358K 0.01%
15,447
-33
852
$356K 0.01%
8,227
-703
853
$356K 0.01%
15,450
+2,880
854
$355K 0.01%
1,282
-36
855
$354K 0.01%
1,451
+190
856
$353K 0.01%
14,711
+2,784
857
$352K 0.01%
2,614
+281
858
$352K 0.01%
3,185
+397
859
$350K 0.01%
1,520
+11
860
$348K 0.01%
1,739
+1
861
$348K 0.01%
11,979
-3,103
862
$347K 0.01%
1,088
-50
863
$346K 0.01%
6,934
+337
864
$346K 0.01%
14,887
+2,325
865
$345K 0.01%
2,685
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866
$345K 0.01%
5,735
-186
867
$344K 0.01%
+15,189
868
$343K 0.01%
3,555
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869
$343K 0.01%
+7,932
870
$341K 0.01%
2,076
+101
871
$340K 0.01%
12,306
+667
872
$338K 0.01%
5,064
+962
873
$338K 0.01%
5,096
-43
874
$338K 0.01%
3,519
+359
875
$337K 0.01%
+19,848
33 34
35
36 37