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
76
$10.6M 0.25%
93,919
+31,820
77
$10.6M 0.24%
103,367
+100,944
78
$10.4M 0.24%
+103,997
79
$10.2M 0.23%
28,909
+691
80
$10.2M 0.23%
30,365
+4,564
81
$9.84M 0.23%
19,761
+1,088
82
$9.81M 0.23%
321,922
+17,553
83
$9.72M 0.22%
97,715
-1,574
84
$9.53M 0.22%
14
+2
85
$9.46M 0.22%
41,472
+1,204
86
$9.44M 0.22%
+144,507
87
$9.29M 0.21%
25,604
+2,763
88
$9.26M 0.21%
97,028
-836
89
$9.14M 0.21%
22,751
+3,984
90
$9.03M 0.21%
152,605
+9,518
91
$9.02M 0.21%
188,693
+54,669
92
$9.01M 0.21%
177,171
+158,038
93
$8.84M 0.2%
176,265
+31,972
94
$8.81M 0.2%
35,678
+17,538
95
$8.78M 0.2%
51,865
+19,745
96
$8.51M 0.2%
49,332
-2,415
97
$8.37M 0.19%
185,179
+15,308
98
$8.3M 0.19%
133,355
+28,672
99
$7.83M 0.18%
12,452
+1,589
100
$7.77M 0.18%
18,923
+8,432
2 3
4
5 6