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
1026
$223K 0.01%
5,197
+1
1027
$222K 0.01%
769
-101
1028
$222K 0.01%
2,463
-145
1029
$221K 0.01%
648
-39
1030
$220K 0.01%
+436
1031
$219K 0.01%
875
-20
1032
$219K 0.01%
2,790
-747
1033
$219K 0.01%
+1,531
1034
$218K 0.01%
1,854
-54
1035
$218K 0.01%
13,878
-2,355
1036
$218K 0.01%
+6,857
1037
$216K 0.01%
6,664
-5,040
1038
$214K 0.01%
+4,739
1039
$213K 0.01%
4,515
+4
1040
$212K 0.01%
18,262
-3,434
1041
$211K 0.01%
909
-126
1042
$211K 0.01%
2,683
-442
1043
$211K 0.01%
19,914
-720
1044
$211K 0.01%
+2,617
1045
$210K 0.01%
+3,389
1046
$210K 0.01%
1,591
1047
$209K 0.01%
+5,499
1048
$209K 0.01%
+4,389
1049
$208K 0.01%
+3,048
1050
$207K 0.01%
9,011
-701
40 41
42
43 44