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
876
$335K 0.01%
+16,494
877
$334K 0.01%
2,338
+1,035
878
$334K 0.01%
+1,734
879
$334K 0.01%
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880
$334K 0.01%
14,909
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881
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7,205
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882
$333K 0.01%
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883
$332K 0.01%
5,007
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884
$330K 0.01%
4,264
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885
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887
$326K 0.01%
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888
$323K 0.01%
658
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889
$321K 0.01%
14,345
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890
$320K 0.01%
5,851
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891
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894
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4,140
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895
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1,820
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$317K 0.01%
4,419
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$316K 0.01%
2,362
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$316K 0.01%
14,794
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$316K 0.01%
3,016
-231
900
$315K 0.01%
+2,996
34 35
36
37 38