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
926
$312K 0.01%
6,180
-112
927
$312K 0.01%
736
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928
$311K 0.01%
+4,729
929
$310K 0.01%
655
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$308K 0.01%
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931
$307K 0.01%
13,163
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932
$307K 0.01%
4,339
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$307K 0.01%
2,575
+1,069
934
$305K 0.01%
3,339
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935
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936
$302K 0.01%
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937
$302K 0.01%
2,858
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938
$301K 0.01%
1,689
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939
$301K 0.01%
5,879
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940
$301K 0.01%
7,149
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941
$300K 0.01%
1,436
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942
$300K 0.01%
3,563
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943
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9,732
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944
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3,077
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945
$298K 0.01%
1,159
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946
$298K 0.01%
7,998
-6,782
947
$297K 0.01%
7,976
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948
$297K 0.01%
6,084
949
$297K 0.01%
17,956
950
$296K 0.01%
+30,399
36 37
38
39 40