AWM

Apollon Wealth Management Portfolio holdings

AUM $6.15B
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.54M
3
+$7.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.33M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$5.67M

Top Sells

1
+$10.2M
2
+$8.99M
3
+$4.01M
4
AAPL icon
Apple
AAPL
+$2.44M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.76M

Sector Composition

1 Technology 19.92%
2 Financials 8.08%
3 Consumer Discretionary 5.05%
4 Communication Services 4.76%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.64M 0.06%
291,519
-7,467
252
$3.59M 0.06%
88,642
-7,243
253
$3.58M 0.06%
5,603
+9
254
$3.56M 0.06%
23,386
+2,167
255
$3.56M 0.06%
22,267
-1,344
256
$3.56M 0.06%
13,160
-135
257
$3.54M 0.06%
41,848
-7
258
$3.54M 0.06%
21,116
-991
259
$3.51M 0.06%
118,327
+61,539
260
$3.5M 0.06%
53,880
-4,915
261
$3.5M 0.06%
111,999
-2,490
262
$3.46M 0.06%
17,431
-730
263
$3.43M 0.06%
76,812
+752
264
$3.43M 0.06%
26,566
-9,258
265
$3.42M 0.06%
4,760
+1,142
266
$3.4M 0.06%
67,912
-7,556
267
$3.4M 0.06%
21,894
-416
268
$3.39M 0.06%
49,186
+7,317
269
$3.38M 0.06%
66,500
-500
270
$3.36M 0.06%
22,300
-630
271
$3.34M 0.06%
45,788
+8,201
272
$3.31M 0.06%
19,645
-1,570
273
$3.3M 0.06%
25,317
-57
274
$3.27M 0.06%
30,753
-3,571
275
$3.26M 0.06%
61,192
+9,589
9 10
11
12 13