AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
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
+$53.9M
2
+$44.6M
3
+$36.7M
4
AAPL icon
Apple
AAPL
+$34.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$32M

Top Sells

1
+$17.7M
2
+$15M
3
+$13.9M
4
IYW icon
iShares US Technology ETF
IYW
+$13.3M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.86M

Sector Composition

1 Technology 17.2%
2 Financials 7.44%
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
1176
$43.3K ﹤0.01%
+2,583
1177
$39.8K ﹤0.01%
16,863
+2,857
1178
$38.3K ﹤0.01%
24,764
+7
1179
$37.6K ﹤0.01%
+13,722
1180
$36.9K ﹤0.01%
11,534
1181
$33.4K ﹤0.01%
+28,089
1182
$28.1K ﹤0.01%
13,000
1183
$24.7K ﹤0.01%
+14,277
1184
$22.3K ﹤0.01%
13,450
1185
$22K ﹤0.01%
10,000
1186
$20.8K ﹤0.01%
+12,332
1187
$17.3K ﹤0.01%
+14,880
1188
$15.9K ﹤0.01%
12,611
-30,000
1189
$15.6K ﹤0.01%
21,646
1190
$9.32K ﹤0.01%
+10,716
1191
$7.9K ﹤0.01%
+16,338
1192
$7.36K ﹤0.01%
+10,000
1193
$6.69K ﹤0.01%
406
+59
1194
$5.5K ﹤0.01%
+10,000
1195
– –
-4,054
1196
– –
-1,729
1197
– –
-4,617
1198
– –
-14,191
1199
– –
-12,200
1200
– –
-10,031
46 47
48
49 50