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
1101
$202K ﹤0.01%
2,282
-721
1102
$201K ﹤0.01%
3,315
-9
1103
$200K ﹤0.01%
6,320
-113
1104
$200K ﹤0.01%
+2,177
1105
$200K ﹤0.01%
24,431
+13,431
1106
$197K ﹤0.01%
20,611
+697
1107
$191K ﹤0.01%
14,351
+2,525
1108
$178K ﹤0.01%
15,804
+4,803
1109
$172K ﹤0.01%
21,880
+9,653
1110
$171K ﹤0.01%
10,508
-5,282
1111
$171K ﹤0.01%
15,389
+244
1112
$170K ﹤0.01%
+11,527
1113
$169K ﹤0.01%
+18,365
1114
$168K ﹤0.01%
+13,615
1115
$167K ﹤0.01%
+13,014
1116
$167K ﹤0.01%
+25,107
1117
$163K ﹤0.01%
14,342
+1,752
1118
$163K ﹤0.01%
+18,306
1119
$161K ﹤0.01%
+10,685
1120
$156K ﹤0.01%
+15,884
1121
$153K ﹤0.01%
+23,075
1122
$151K ﹤0.01%
+25,364
1123
$151K ﹤0.01%
26,612
+4,529
1124
$148K ﹤0.01%
+12,075
1125
$146K ﹤0.01%
17,142
+70
43 44
45
46 47