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
926
$281K 0.01%
3,140
-100
927
$281K 0.01%
+6,416
928
$280K 0.01%
+1,885
929
$280K 0.01%
7,668
930
$278K 0.01%
3,993
-324
931
$278K 0.01%
17,956
-119
932
$278K 0.01%
2,145
-424
933
$278K 0.01%
+3,679
934
$278K 0.01%
4,825
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935
$277K 0.01%
2,472
-438
936
$276K 0.01%
4,274
-21
937
$274K 0.01%
14,697
938
$273K 0.01%
+20,922
939
$273K 0.01%
3,316
-124
940
$272K 0.01%
1,287
-146
941
$272K 0.01%
1,233
+83
942
$271K 0.01%
10,476
-23,167
943
$271K 0.01%
+15,458
944
$271K 0.01%
1,663
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945
$270K 0.01%
+2,123
946
$269K 0.01%
22,882
-1,652
947
$267K 0.01%
1,976
+8
948
$267K 0.01%
5,000
949
$266K 0.01%
+12,817
950
$266K 0.01%
2,833
+6
36 37
38
39 40