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
151
$5.18M 0.12%
26,129
+205
152
$5.17M 0.12%
9,083
+2,536
153
$5.16M 0.12%
23,925
+1,649
154
$5.15M 0.12%
104,093
+347
155
$5.15M 0.12%
26,705
+1,053
156
$5.08M 0.12%
97,164
+12,307
157
$5.08M 0.12%
98,012
+10,015
158
$5.07M 0.12%
+104,026
159
$5.03M 0.12%
100,240
-2,429
160
$4.9M 0.11%
12,172
+3,976
161
$4.89M 0.11%
64,666
-189,734
162
$4.89M 0.11%
21,287
-628
163
$4.88M 0.11%
214,207
-27,482
164
$4.86M 0.11%
55,659
-4,363
165
$4.85M 0.11%
85,707
+10,622
166
$4.83M 0.11%
34,462
+5,228
167
$4.77M 0.11%
16,064
+3,161
168
$4.74M 0.11%
68,263
+20,093
169
$4.65M 0.11%
28,126
+11,077
170
$4.64M 0.11%
23,502
+9,492
171
$4.59M 0.11%
77,732
+210
172
$4.56M 0.11%
29,680
-729
173
$4.56M 0.11%
39,926
+2,631
174
$4.55M 0.11%
227,009
+12,041
175
$4.51M 0.1%
125,668
+16,877
5 6
7
8 9