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
76
$8.29M 0.23%
12
77
$8M 0.23%
169,871
+36,550
78
$7.92M 0.22%
51,747
+240
79
$7.74M 0.22%
8,152
+195
80
$7.62M 0.22%
143,087
-8,178
81
$7.52M 0.21%
104,683
-906
82
$7.4M 0.21%
144,293
+10,928
83
$7.3M 0.21%
420,835
+32,019
84
$7.26M 0.21%
85,901
+1,067
85
$7.2M 0.2%
125,459
-9,139
86
$7.11M 0.2%
34,545
-1,759
87
$7.09M 0.2%
22,010
+657
88
$7.08M 0.2%
62,099
+224
89
$7.08M 0.2%
134,024
-9,388
90
$7.06M 0.2%
25,801
+1,434
91
$7.06M 0.2%
34,185
+315
92
$7.04M 0.2%
18,767
-360
93
$6.83M 0.19%
11,042
+423
94
$6.75M 0.19%
10,863
+1,541
95
$6.73M 0.19%
55,555
-711
96
$6.7M 0.19%
149,181
-3,335
97
$6.54M 0.18%
13,204
-7
98
$6.46M 0.18%
21,391
-295
99
$6.37M 0.18%
32,160
-14,329
100
$6.24M 0.18%
14,943
+375
2 3
4
5 6