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
1076
$214K ﹤0.01%
+26,705
1077
$213K ﹤0.01%
+1,142
1078
$213K ﹤0.01%
+1,947
1079
$213K ﹤0.01%
26
-4
1080
$212K ﹤0.01%
2,302
-595
1081
$212K ﹤0.01%
1,831
-1,886
1082
$212K ﹤0.01%
+5,207
1083
$212K ﹤0.01%
5,055
-142
1084
$211K ﹤0.01%
1,130
-103
1085
$211K ﹤0.01%
+1,686
1086
$210K ﹤0.01%
+12,718
1087
$210K ﹤0.01%
2,336
-926
1088
$210K ﹤0.01%
2,105
-28
1089
$209K ﹤0.01%
+8,087
1090
$209K ﹤0.01%
+2,737
1091
$209K ﹤0.01%
+1,590
1092
$208K ﹤0.01%
10,719
+2,219
1093
$208K ﹤0.01%
+14,000
1094
$207K ﹤0.01%
10,483
-57
1095
$207K ﹤0.01%
+4,000
1096
$207K ﹤0.01%
4,096
-111
1097
$206K ﹤0.01%
1,601
-62
1098
$206K ﹤0.01%
+964
1099
$205K ﹤0.01%
6,000
1100
$203K ﹤0.01%
1,924
-342
42 43
44
45 46