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
201
$3.88M 0.09%
75,767
+13,342
202
$3.86M 0.09%
68,334
+2,130
203
$3.84M 0.09%
21,499
-233
204
$3.83M 0.09%
21,632
+1,216
205
$3.83M 0.09%
16,459
+593
206
$3.8M 0.09%
44,228
+5,393
207
$3.8M 0.09%
53,927
+5,534
208
$3.8M 0.09%
93,748
-2,815
209
$3.79M 0.09%
310,024
+27,302
210
$3.78M 0.09%
40,851
+16,512
211
$3.76M 0.09%
21,263
+915
212
$3.75M 0.09%
22,499
+1,986
213
$3.75M 0.09%
325,267
-25,007
214
$3.72M 0.09%
+147,175
215
$3.69M 0.09%
27,253
+2,515
216
$3.66M 0.08%
126,143
+6,475
217
$3.66M 0.08%
34,501
+1,159
218
$3.63M 0.08%
69,151
+16,311
219
$3.61M 0.08%
34,907
+4,048
220
$3.61M 0.08%
32,655
+4,351
221
$3.61M 0.08%
58,151
+37,916
222
$3.61M 0.08%
166,088
+95,751
223
$3.59M 0.08%
723
-1
224
$3.59M 0.08%
62,493
-369
225
$3.58M 0.08%
41,813
-711
7 8
9
10 11