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
376
$2.03M 0.04%
6,497
-59
377
$2.03M 0.04%
65,160
-26,748
378
$2.02M 0.04%
36,114
-728
379
$2M 0.04%
40,846
+4,851
380
$2M 0.04%
12,443
-350
381
$1.99M 0.04%
43,041
+21,549
382
$1.99M 0.04%
67,035
+5,197
383
$1.98M 0.04%
26,576
+677
384
$1.95M 0.03%
3,434
-269
385
$1.95M 0.03%
3,463
+115
386
$1.94M 0.03%
14,978
-717
387
$1.94M 0.03%
36,295
-634
388
$1.93M 0.03%
+93,791
389
$1.9M 0.03%
13,990
-1,136
390
$1.89M 0.03%
+34,598
391
$1.88M 0.03%
27,018
+308
392
$1.88M 0.03%
19,201
-1,638
393
$1.88M 0.03%
5,805
+560
394
$1.87M 0.03%
76,739
+6,089
395
$1.86M 0.03%
14,945
-1,877
396
$1.85M 0.03%
34,957
-18,979
397
$1.85M 0.03%
30,302
-637
398
$1.84M 0.03%
73,983
-11,014
399
$1.84M 0.03%
46,456
-17,043
400
$1.84M 0.03%
13,634
+7,163
14 15
16
17 18