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
$4.55B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,288
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$39.1M
3
+$26.3M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$22.3M
5
MSFT icon
Microsoft
MSFT
+$21M

Top Sells

1
+$45.8M
2
+$41.6M
3
+$31.2M
4
IYR icon
iShares US Real Estate ETF
IYR
+$31.2M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$23M

Sector Composition

1 Technology 17.21%
2 Financials 8.54%
3 Consumer Discretionary 5.06%
4 Healthcare 4.82%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$97.4K ﹤0.01%
20,367
-78
1152
$95.4K ﹤0.01%
+10,220
1153
$90.7K ﹤0.01%
42,800
1154
$86.1K ﹤0.01%
31,532
+4,920
1155
$84.8K ﹤0.01%
+12,626
1156
$84.5K ﹤0.01%
+16,601
1157
$83.6K ﹤0.01%
15,170
1158
$81.7K ﹤0.01%
11,950
1159
$81.7K ﹤0.01%
21,446
+10,270
1160
$78.5K ﹤0.01%
16,154
-77
1161
$76.3K ﹤0.01%
14,184
1162
$71K ﹤0.01%
+23,500
1163
$68.3K ﹤0.01%
10,431
-1,438
1164
$67K ﹤0.01%
25,185
-52
1165
$65.5K ﹤0.01%
15,665
+20
1166
$65.5K ﹤0.01%
38,280
1167
$61.6K ﹤0.01%
16,340
-1,440
1168
$60.4K ﹤0.01%
40,237
+9,288
1169
$59.8K ﹤0.01%
+10,213
1170
$59.5K ﹤0.01%
11,060
1171
$54.6K ﹤0.01%
10,381
-862
1172
$52.2K ﹤0.01%
+12,538
1173
$51.5K ﹤0.01%
19,798
1174
$50.7K ﹤0.01%
18,784
+1,921
1175
$47K ﹤0.01%
36,976
-925
45 46
47
48 49