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
176
$4.5M 0.1%
119,836
+9,182
177
$4.48M 0.1%
41,540
+7,653
178
$4.47M 0.1%
172,997
-309
179
$4.47M 0.1%
35,039
+1,748
180
$4.44M 0.1%
7,794
+218
181
$4.4M 0.1%
48,206
+9,961
182
$4.34M 0.1%
26,658
-847
183
$4.32M 0.1%
34,329
+2,673
184
$4.22M 0.1%
+155,455
185
$4.21M 0.1%
14,508
+227
186
$4.12M 0.1%
37,307
-2,905
187
$4.12M 0.09%
19,962
+6,289
188
$4.12M 0.09%
40,987
-33
189
$4.08M 0.09%
16,863
+488
190
$4.08M 0.09%
13,930
+321
191
$4.07M 0.09%
31,668
+11,481
192
$4.07M 0.09%
11,901
+1,840
193
$4.04M 0.09%
33,450
+2,058
194
$4.04M 0.09%
11,592
+732
195
$4.04M 0.09%
32,600
-564
196
$4.02M 0.09%
19,575
+769
197
$3.98M 0.09%
181,631
+65,340
198
$3.94M 0.09%
9,413
+1,447
199
$3.9M 0.09%
80,999
+3,101
200
$3.9M 0.09%
18,528
+1,696
6 7
8
9 10