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
$3.54B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$17.7M
3
+$17.2M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$17M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$14.9M

Top Sells

1
+$28.9M
2
+$28M
3
+$25.8M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$18.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$18.4M

Sector Composition

1 Technology 17.42%
2 Financials 7.4%
3 Consumer Discretionary 5.11%
4 Healthcare 5.03%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.16M 0.15%
103,746
-1,812
127
$5.14M 0.15%
22,276
+328
128
$5.11M 0.14%
56,667
+7,588
129
$5.09M 0.14%
41,893
-109
130
$5.04M 0.14%
214,968
+20,047
131
$5.02M 0.14%
151,139
+14,373
132
$5.01M 0.14%
41,833
-2,835
133
$4.91M 0.14%
18,140
-428
134
$4.88M 0.14%
173,306
-4,200
135
$4.74M 0.13%
25,652
-302
136
$4.7M 0.13%
48,817
-1,749
137
$4.66M 0.13%
87,997
+36,631
138
$4.62M 0.13%
38,835
+906
139
$4.62M 0.13%
110,654
-5,275
140
$4.6M 0.13%
59,865
-6,765
141
$4.54M 0.13%
282,705
+13,590
142
$4.52M 0.13%
77,522
-22,239
143
$4.46M 0.13%
37,295
+977
144
$4.33M 0.12%
84,857
+5,318
145
$4.33M 0.12%
350,274
-2,089,688
146
$4.27M 0.12%
33,291
+464
147
$4.25M 0.12%
14,281
+4,379
148
$4.23M 0.12%
23,565
+2,645
149
$4.15M 0.12%
73,503
-2,642
150
$4.03M 0.11%
10,491
-262
4 5
6
7 8