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
901
$315K 0.01%
+6,446
902
$315K 0.01%
6,634
-371
903
$311K 0.01%
5,384
+274
904
$309K 0.01%
18,930
+998
905
$308K 0.01%
2,175
-82
906
$304K 0.01%
6,399
+496
907
$303K 0.01%
2,553
+587
908
$300K 0.01%
2,897
-18
909
$299K 0.01%
14,358
-154
910
$298K 0.01%
1,386
+269
911
$297K 0.01%
8,996
+80
912
$297K 0.01%
11,749
-143
913
$297K 0.01%
3,003
+506
914
$297K 0.01%
6,084
-7
915
$294K 0.01%
30
-23
916
$292K 0.01%
5,944
917
$291K 0.01%
+8,500
918
$290K 0.01%
1,097
+152
919
$286K 0.01%
4,350
-24
920
$285K 0.01%
5,691
-3,064
921
$284K 0.01%
11,542
922
$284K 0.01%
14,500
923
$283K 0.01%
17,605
+252
924
$282K 0.01%
5,590
+103
925
$282K 0.01%
981
-39
35 36
37
38 39