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
1026
$243K 0.01%
2,966
-1,949
1027
$242K 0.01%
4,448
+174
1028
$242K 0.01%
4,139
+54
1029
$241K 0.01%
+3,678
1030
$240K 0.01%
1,902
-460
1031
$239K 0.01%
1,276
+14
1032
$239K 0.01%
+9,970
1033
$239K 0.01%
+3,575
1034
$239K 0.01%
1,140
-4,839
1035
$238K 0.01%
+1,219
1036
$238K 0.01%
9,097
-505
1037
$236K 0.01%
16,275
+1,015
1038
$235K 0.01%
3,861
+4
1039
$234K 0.01%
2,126
-62
1040
$233K 0.01%
19,850
-125
1041
$232K 0.01%
3,829
+18
1042
$232K 0.01%
1,294
+177
1043
$231K 0.01%
10,052
+600
1044
$230K 0.01%
1,045
-67
1045
$230K 0.01%
+2,542
1046
$229K 0.01%
3,277
-1,142
1047
$228K 0.01%
6,890
1048
$228K 0.01%
+6,848
1049
$228K 0.01%
545
-9
1050
$228K 0.01%
+3,972
40 41
42
43 44