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
976
$252K 0.01%
3,119
+269
977
$251K 0.01%
1,112
+105
978
$250K 0.01%
17,606
-152
979
$250K 0.01%
1,532
-77
980
$249K 0.01%
+5,718
981
$248K 0.01%
4,899
982
$247K 0.01%
+5,432
983
$247K 0.01%
22,468
-625
984
$247K 0.01%
2,266
-309
985
$246K 0.01%
1,055
-46
986
$244K 0.01%
21,639
+10,482
987
$244K 0.01%
2,389
988
$244K 0.01%
6,890
989
$244K 0.01%
7,832
-1,210
990
$244K 0.01%
3,450
+26
991
$244K 0.01%
+3,628
992
$243K 0.01%
+2,570
993
$242K 0.01%
1,262
-132
994
$242K 0.01%
+1,506
995
$241K 0.01%
+2,188
996
$240K 0.01%
4,196
997
$240K 0.01%
+9,452
998
$238K 0.01%
8,042
+107
999
$237K 0.01%
+9,347
1000
$237K 0.01%
7,975
38 39
40
41 42