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
1176
$46.9K ﹤0.01%
14,400
1177
$46K ﹤0.01%
50,100
+49
1178
$43.8K ﹤0.01%
1,811
-614
1179
$42.3K ﹤0.01%
10,000
1180
$37.6K ﹤0.01%
25,007
+5,000
1181
$37.3K ﹤0.01%
13,750
-4,225
1182
$36.8K ﹤0.01%
12,611
1183
$32.8K ﹤0.01%
29,000
-5,000
1184
$30.8K ﹤0.01%
19,600
-9,500
1185
$30.8K ﹤0.01%
25,000
1186
$30.6K ﹤0.01%
+10,104
1187
$30.6K ﹤0.01%
+10,030
1188
$29.1K ﹤0.01%
14,277
1189
$28.2K ﹤0.01%
20,860
+99
1190
$27.7K ﹤0.01%
17,189
-7,682
1191
$27.6K ﹤0.01%
28,089
1192
$25.4K ﹤0.01%
+133,500
1193
$24.4K ﹤0.01%
13,000
1194
$24.4K ﹤0.01%
24,757
-7
1195
$23.6K ﹤0.01%
11,026
-11,966
1196
$22.6K ﹤0.01%
34,369
-1,525
1197
$17.9K ﹤0.01%
2,286
1198
$15.8K ﹤0.01%
27,151
+10,813
1199
$15.1K ﹤0.01%
16,628
+2,906
1200
$14.8K ﹤0.01%
13,450
46 47
48
49 50