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
126
$6.18M 0.14%
154,450
+5,269
127
$6.12M 0.14%
48,572
+29,934
128
$6.1M 0.14%
62,923
+6,430
129
$6.04M 0.14%
308,277
+25,572
130
$6M 0.14%
72,895
+16,228
131
$5.96M 0.14%
218,320
+7,588
132
$5.87M 0.14%
33,493
+11,411
133
$5.87M 0.14%
13,844
-1,099
134
$5.83M 0.13%
11,996
+1,773
135
$5.8M 0.13%
31,887
+14,275
136
$5.76M 0.13%
22,083
+73
137
$5.72M 0.13%
17,243
+657
138
$5.66M 0.13%
12,731
+1,403
139
$5.59M 0.13%
20,247
+1,307
140
$5.55M 0.13%
8,002
+1,034
141
$5.5M 0.13%
78,368
+4,865
142
$5.44M 0.13%
20,656
-735
143
$5.42M 0.12%
10,380
-156
144
$5.37M 0.12%
155,201
+1,014
145
$5.36M 0.12%
202,028
+246
146
$5.33M 0.12%
120,543
+1,445
147
$5.31M 0.12%
169,041
+17,902
148
$5.26M 0.12%
66,555
+6,690
149
$5.23M 0.12%
44,481
+2,648
150
$5.2M 0.12%
58,590
-455
4 5
6
7 8