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
351
$2.37M 0.04%
18,679
-9,364
352
$2.35M 0.04%
43,655
+591
353
$2.34M 0.04%
36,965
-319
354
$2.34M 0.04%
46,952
+942
355
$2.33M 0.04%
16,017
+197
356
$2.31M 0.04%
10,242
-953
357
$2.31M 0.04%
8,852
+1,688
358
$2.29M 0.04%
8,409
+2,656
359
$2.28M 0.04%
64,269
+2,588
360
$2.27M 0.04%
16,223
-1,135
361
$2.23M 0.04%
103,467
-8,127
362
$2.21M 0.04%
97,889
+40,604
363
$2.21M 0.04%
32,673
+10,804
364
$2.2M 0.04%
20,035
+1,151
365
$2.14M 0.04%
17,715
+6,751
366
$2.14M 0.04%
4,356
-64
367
$2.12M 0.04%
2,218
+381
368
$2.11M 0.04%
118,004
-13,853
369
$2.1M 0.04%
36,584
-20,924
370
$2.1M 0.04%
+47,400
371
$2.09M 0.04%
20,030
+2,636
372
$2.09M 0.04%
66,196
-55,511
373
$2.08M 0.04%
10,812
+21
374
$2.07M 0.04%
13,927
+10,169
375
$2.05M 0.04%
17,880
+2,535
13 14
15
16 17