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

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
1276
-1,142
1277
-10,569
1278
-9,970
1279
-21,951
1280
-2,336
1281
-7,998
1282
-2,136
1283
-11,534
1284
-10,613
1285
-2,652
1286
-5,917
1287
-3,034
1288
-26,187