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
1151
$72K ﹤0.01%
+11,243
1152
$70.5K ﹤0.01%
37,901
-1,308
1153
$69.6K ﹤0.01%
50,051
+2,001
1154
$68.4K ﹤0.01%
+12,210
1155
$68.3K ﹤0.01%
20,160
1156
$66.2K ﹤0.01%
+38,280
1157
$65.9K ﹤0.01%
+15,645
1158
$64.5K ﹤0.01%
+14,500
1159
$62.9K ﹤0.01%
+11,060
1160
$60.2K ﹤0.01%
22,992
-5,615
1161
$59.8K ﹤0.01%
+20,000
1162
$59.1K ﹤0.01%
29,100
+9,100
1163
$55.2K ﹤0.01%
19,798
1164
$54.8K ﹤0.01%
+20,007
1165
$53.7K ﹤0.01%
+24,871
1166
$53.4K ﹤0.01%
17,975
-2,550
1167
$52.1K ﹤0.01%
+2,286
1168
$49.2K ﹤0.01%
+10,613
1169
$48.7K ﹤0.01%
11,176
-569
1170
$47.7K ﹤0.01%
35,894
+13
1171
$47.3K ﹤0.01%
+25,000
1172
$46.4K ﹤0.01%
14,400
1173
$45.6K ﹤0.01%
+10,000
1174
$44.2K ﹤0.01%
20,761
-143
1175
$44K ﹤0.01%
+11,149
45 46
47
48 49