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
$1.41B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.02M
3
+$6.44M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.46M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.65M

Top Sells

1
+$4.38M
2
+$4.05M
3
+$3.02M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.19M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.92M

Sector Composition

1 Technology 13.45%
2 Healthcare 7.89%
3 Financials 7.69%
4 Consumer Discretionary 5.39%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.74M 0.12%
14,785
+2,333
177
$1.73M 0.12%
41,781
-1,124
178
$1.7M 0.12%
37,864
-229
179
$1.7M 0.12%
3,315
+787
180
$1.7M 0.12%
3,312
+526
181
$1.69M 0.12%
70,253
+9,854
182
$1.69M 0.12%
4,348
-878
183
$1.69M 0.12%
58,101
-2,950
184
$1.68M 0.12%
16,999
-11,881
185
$1.68M 0.12%
18,633
+1,874
186
$1.66M 0.12%
67,166
+19,329
187
$1.64M 0.12%
12,372
-1,307
188
$1.62M 0.12%
57,069
-752
189
$1.62M 0.11%
39,329
-763
190
$1.61M 0.11%
57,300
+200
191
$1.59M 0.11%
17,444
+41
192
$1.59M 0.11%
17,362
+11,308
193
$1.58M 0.11%
20,382
-3,704
194
$1.58M 0.11%
43,634
+28,621
195
$1.56M 0.11%
53,300
+4,000
196
$1.56M 0.11%
21,825
+1,656
197
$1.56M 0.11%
7,349
-242
198
$1.54M 0.11%
6,256
+466
199
$1.53M 0.11%
39,099
+3,881
200
$1.51M 0.11%
22,413
+181
6 7
8
9 10