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
$4.34B
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,281
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$44.3M
3
+$37.1M
4
AAPL icon
Apple
AAPL
+$36.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$31.4M

Top Sells

1
+$17.1M
2
+$14.3M
3
+$14.3M
4
IYW icon
iShares US Technology ETF
IYW
+$13.5M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.87M

Sector Composition

1 Technology 17.2%
2 Financials 7.43%
3 Consumer Discretionary 5.28%
4 Industrials 4.24%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$334K 0.01%
122,641
+3,346
902
$333K 0.01%
16,289
+1,495
903
$332K 0.01%
4,451
+1,403
904
$329K 0.01%
+17,046
905
$328K 0.01%
+5,018
906
$327K 0.01%
11,882
+133
907
$326K 0.01%
4,295
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908
$325K 0.01%
10,255
+1,259
909
$325K 0.01%
774
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910
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3,117
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911
$324K 0.01%
6,810
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912
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3,317
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913
$323K 0.01%
7,639
+1,223
914
$323K 0.01%
25,741
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915
$322K 0.01%
2,990
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$321K 0.01%
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18,088
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7,013
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1,760
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920
$318K 0.01%
+1,935
921
$317K 0.01%
972
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922
$317K 0.01%
3,165
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923
$314K 0.01%
+5,211
924
$314K 0.01%
21,004
+8
925
$314K 0.01%
+15,622
35 36
37
38 39