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
1051
$228K 0.01%
+1,393
1052
$227K 0.01%
+1,915
1053
$227K 0.01%
+14,850
1054
$226K 0.01%
2,652
-377
1055
$226K 0.01%
3,034
+417
1056
$225K 0.01%
11,168
+923
1057
$224K 0.01%
2,911
+228
1058
$223K 0.01%
7,622
+765
1059
$222K 0.01%
3,463
+184
1060
$221K 0.01%
+384
1061
$221K 0.01%
45,243
-1,215
1062
$221K 0.01%
+8,502
1063
$221K 0.01%
10,569
-11,199
1064
$220K 0.01%
7,975
1065
$220K 0.01%
+3,815
1066
$220K 0.01%
+2,072
1067
$220K 0.01%
2,598
-192
1068
$219K 0.01%
2,538
-1,420
1069
$219K 0.01%
+1,183
1070
$218K 0.01%
29,218
+1,192
1071
$218K 0.01%
2,579
-105
1072
$216K 0.01%
5,025
+157
1073
$215K 0.01%
2,238
-148,493
1074
$215K ﹤0.01%
+16,041
1075
$215K ﹤0.01%
6,019
-69
41 42
43
44 45