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
326
$2.65M 0.05%
31,448
+9,336
327
$2.64M 0.05%
17,913
+92
328
$2.59M 0.05%
55,164
-11,878
329
$2.56M 0.05%
5,377
+194
330
$2.56M 0.05%
78,975
-1,500
331
$2.55M 0.05%
48,666
+3,664
332
$2.54M 0.05%
14,702
-142
333
$2.54M 0.05%
9,772
-606
334
$2.53M 0.05%
+25,217
335
$2.53M 0.04%
30,056
-2,291
336
$2.51M 0.04%
58,478
-620
337
$2.51M 0.04%
31,131
+15,083
338
$2.5M 0.04%
25,875
+788
339
$2.5M 0.04%
14,627
+7,715
340
$2.49M 0.04%
25,465
+682
341
$2.46M 0.04%
25,172
+346
342
$2.45M 0.04%
10,657
-1,007
343
$2.45M 0.04%
163,781
-12,803
344
$2.44M 0.04%
5,725
+9
345
$2.43M 0.04%
4,925
+521
346
$2.41M 0.04%
5,817
-1,389
347
$2.41M 0.04%
77,988
-2,422
348
$2.39M 0.04%
21,356
-6,257
349
$2.39M 0.04%
18,422
-463
350
$2.38M 0.04%
51,980
+164
12 13
14
15 16