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
101
$7.7M 0.18%
63,774
-5,640
102
$7.63M 0.18%
864,905
+11,890
103
$7.51M 0.17%
423,861
+3,026
104
$7.48M 0.17%
13,060
-144
105
$7.47M 0.17%
93,041
+86,755
106
$7.44M 0.17%
37,990
+5,830
107
$7.43M 0.17%
30,690
+5,259
108
$7.38M 0.17%
+315,858
109
$7.31M 0.17%
63,212
+7,657
110
$7.27M 0.17%
144,390
+105,596
111
$7.23M 0.17%
121,060
+91,756
112
$7.09M 0.16%
161,375
+15,073
113
$7.05M 0.16%
135,083
+9,624
114
$7.03M 0.16%
72,605
+18,877
115
$6.96M 0.16%
121,427
+106,398
116
$6.87M 0.16%
132,836
+15,853
117
$6.85M 0.16%
42,963
-84,344
118
$6.78M 0.16%
+116,872
119
$6.73M 0.16%
93,824
+7,923
120
$6.71M 0.15%
12,899
+1,857
121
$6.64M 0.15%
35,429
+1,244
122
$6.37M 0.15%
52,924
+11,031
123
$6.36M 0.15%
34,828
+283
124
$6.28M 0.14%
32,892
+3,468
125
$6.21M 0.14%
55,773
+6,956
3 4
5
6 7