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
1126
$137K ﹤0.01%
20,445
+1,075
1127
$132K ﹤0.01%
+19,705
1128
$125K ﹤0.01%
16,231
1129
$125K ﹤0.01%
+13,276
1130
$112K ﹤0.01%
12,040
-995
1131
$110K ﹤0.01%
+14,225
1132
$109K ﹤0.01%
+14,535
1133
$108K ﹤0.01%
+10,618
1134
$106K ﹤0.01%
+26,825
1135
$104K ﹤0.01%
+20,229
1136
$102K ﹤0.01%
25,237
1137
$100K ﹤0.01%
+10,250
1138
$97.8K ﹤0.01%
+10,052
1139
$96.7K ﹤0.01%
17,780
1140
$91.6K ﹤0.01%
+42,800
1141
$85.4K ﹤0.01%
13,157
-16
1142
$82.5K ﹤0.01%
+11,869
1143
$82.3K ﹤0.01%
+11,950
1144
$81.6K ﹤0.01%
15,170
+3,605
1145
$79K ﹤0.01%
+11,698
1146
$77.2K ﹤0.01%
10,127
-3,205
1147
$73.2K ﹤0.01%
2,425
-765
1148
$73K ﹤0.01%
+30,949
1149
$72.8K ﹤0.01%
+14,184
1150
$72.4K ﹤0.01%
+34,000
44 45
46
47 48