AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.06B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$7.87M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.13M

Top Sells

1
+$16.3M
2
+$14.4M
3
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.89M
5
FISV
Fiserv Inc
FISV
+$6.72M

Sector Composition

1 Technology 19.08%
2 Financials 8.49%
3 Consumer Discretionary 5.04%
4 Industrials 4.58%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.01M 0.06%
+71,924
277
$3M 0.06%
60,749
+3,756
278
$3M 0.06%
9,385
+2,183
279
$3M 0.06%
5,594
+7
280
$3M 0.06%
135,653
+2,836
281
$2.94M 0.06%
22,930
+3,668
282
$2.88M 0.06%
41,869
+37,682
283
$2.88M 0.06%
11,664
+717
284
$2.85M 0.06%
53,936
+520
285
$2.83M 0.06%
2,725
-150
286
$2.79M 0.06%
53,327
-3,777
287
$2.75M 0.05%
48,912
-670
288
$2.73M 0.05%
51,603
+10,231
289
$2.72M 0.05%
7,206
+1,147
290
$2.72M 0.05%
26,240
+2,175
291
$2.72M 0.05%
92,389
-2,130
292
$2.71M 0.05%
12,552
-1,032
293
$2.71M 0.05%
21,219
+2,002
294
$2.67M 0.05%
24,826
+1,929
295
$2.66M 0.05%
29,316
-300
296
$2.66M 0.05%
36,600
+23,293
297
$2.66M 0.05%
13,685
+106
298
$2.63M 0.05%
91,908
+1,730
299
$2.63M 0.05%
29,319
+1,874
300
$2.63M 0.05%
55,324
+38,129
10 11
12
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