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
1076
$183K 0.01%
+19,626
1077
$180K 0.01%
+15,145
1078
$171K ﹤0.01%
17,072
+1,204
1079
$163K ﹤0.01%
10,112
-378
1080
$162K ﹤0.01%
25,481
-3,706
1081
$149K ﹤0.01%
10,497
-6,642
1082
$144K ﹤0.01%
11,826
+1,075
1083
$132K ﹤0.01%
11,001
1084
$120K ﹤0.01%
19,370
-910
1085
$117K ﹤0.01%
13,035
+2,998
1086
$113K ﹤0.01%
3,190
+279
1087
$111K ﹤0.01%
13,173
+341
1088
$104K ﹤0.01%
25,237
+52
1089
$104K ﹤0.01%
16,231
+79
1090
$103K ﹤0.01%
22,083
+336
1091
$101K ﹤0.01%
13,332
1092
$98.7K ﹤0.01%
12,227
-688
1093
$96.1K ﹤0.01%
+33,703
1094
$95.9K ﹤0.01%
11,000
1095
$93.3K ﹤0.01%
28,607
+5,870
1096
$92.2K ﹤0.01%
+10,413
1097
$87K ﹤0.01%
31,980
1098
$82.6K ﹤0.01%
48,050
-1,244
1099
$78.5K ﹤0.01%
+11,745
1100
$77.6K ﹤0.01%
10,926
-6,489
42 43
44
45 46