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
301
$2.93M 0.05%
69,035
+24,872
302
$2.92M 0.05%
92,984
-11,801
303
$2.92M 0.05%
96,839
+81,581
304
$2.9M 0.05%
26,593
-1,265
305
$2.87M 0.05%
14,639
+4,898
306
$2.85M 0.05%
9,495
-166
307
$2.85M 0.05%
57,973
+5,906
308
$2.85M 0.05%
11,770
-782
309
$2.85M 0.05%
42,153
+2,092
310
$2.84M 0.05%
9,860
+322
311
$2.83M 0.05%
20,356
+5,460
312
$2.8M 0.05%
13,740
+55
313
$2.77M 0.05%
29,258
-61
314
$2.76M 0.05%
55,014
-310
315
$2.76M 0.05%
108,235
-15,388
316
$2.71M 0.05%
14,435
+1,089
317
$2.71M 0.05%
3,776
+809
318
$2.7M 0.05%
2,838
+113
319
$2.7M 0.05%
10,934
-453
320
$2.68M 0.05%
94,743
+2,354
321
$2.68M 0.05%
33,541
+4,225
322
$2.67M 0.05%
61,120
+6,218
323
$2.66M 0.05%
50,943
+546
324
$2.66M 0.05%
58,224
+3,176
325
$2.65M 0.05%
8,921
-344
11 12
13
14 15