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 7.44%
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%
+12,917
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
– –
-12,306
1196
– –
-2,865
1197
– –
-8,696
1198
– –
-5,499
1199
– –
-2,996
1200
– –
-1,642
46 47
48
49 50