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
176
$3.72M 0.11%
7,357
+691
177
$3.69M 0.1%
31,392
-642
178
$3.67M 0.1%
77,898
+3,705
179
$3.63M 0.1%
33,164
-1,751
180
$3.58M 0.1%
15,866
+493
181
$3.56M 0.1%
149,906
+136,256
182
$3.52M 0.1%
10,860
-252
183
$3.51M 0.1%
66,301
-349,469
184
$3.5M 0.1%
12,903
+467
185
$3.46M 0.1%
18,153
-2,184
186
$3.45M 0.1%
24,738
+620
187
$3.45M 0.1%
30,859
+1,602
188
$3.42M 0.1%
32,004
+1,019
189
$3.39M 0.1%
54,530
-2,905
190
$3.39M 0.1%
13,343
+1,422
191
$3.38M 0.1%
18,806
-1,480
192
$3.35M 0.09%
8,630
+2,691
193
$3.34M 0.09%
4,307
+155
194
$3.31M 0.09%
16,961
+1,211
195
$3.3M 0.09%
31,656
+1,258
196
$3.27M 0.09%
19,391
+6,331
197
$3.25M 0.09%
5,151
-435
198
$3.22M 0.09%
21,732
+47
199
$3.2M 0.09%
113,582
-1,000
200
$3.18M 0.09%
5,710
-601
6 7
8
9 10