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
276
$3.26M 0.06%
44,850
+17,250
277
$3.25M 0.06%
59,945
-804
278
$3.24M 0.06%
28,765
+2,525
279
$3.22M 0.06%
12,330
-1,025
280
$3.21M 0.06%
31,147
+8,784
281
$3.21M 0.06%
42,550
+8,216
282
$3.18M 0.06%
69,668
-1,542
283
$3.15M 0.06%
6,312
-45
284
$3.1M 0.06%
34,813
-1,539
285
$3.08M 0.05%
29,878
-1,076
286
$3.07M 0.05%
53,724
+33,898
287
$3.05M 0.05%
64,101
+7,765
288
$3.04M 0.05%
54,737
+8,159
289
$3.01M 0.05%
99,527
-33,612
290
$3.01M 0.05%
17,759
+1,744
291
$3M 0.05%
8,553
+83
292
$2.99M 0.05%
62,058
-4,327
293
$2.98M 0.05%
9,386
-403
294
$2.98M 0.05%
14,017
+1,692
295
$2.98M 0.05%
60,367
-12,899
296
$2.97M 0.05%
9,579
+194
297
$2.95M 0.05%
38,677
-23
298
$2.95M 0.05%
12,517
-1,531
299
$2.93M 0.05%
53,183
-144
300
$2.93M 0.05%
10,805
-139
10 11
12
13 14