AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.06B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$7.87M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.13M

Top Sells

1
+$16.3M
2
+$14.4M
3
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.89M
5
FISV
Fiserv Inc
FISV
+$6.72M

Sector Composition

1 Technology 19.08%
2 Financials 8.49%
3 Consumer Discretionary 5.04%
4 Industrials 4.58%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.7M 0.03%
26,553
-116
402
$1.7M 0.03%
27,083
+118
403
$1.67M 0.03%
41,340
+1,083
404
$1.67M 0.03%
17,549
-1,233
405
$1.67M 0.03%
12,010
+280
406
$1.66M 0.03%
17,394
+1,617
407
$1.65M 0.03%
4,815
+188
408
$1.65M 0.03%
14,562
-406
409
$1.64M 0.03%
5,245
-333
410
$1.64M 0.03%
+52,170
411
$1.62M 0.03%
36,867
412
$1.62M 0.03%
338,300
-34,344
413
$1.61M 0.03%
15,345
-2,693
414
$1.61M 0.03%
21,704
-2,261
415
$1.61M 0.03%
38,317
-427
416
$1.59M 0.03%
56,788
+4,801
417
$1.59M 0.03%
19,549
+3,665
418
$1.58M 0.03%
7,845
+86
419
$1.57M 0.03%
37,079
-1,958
420
$1.57M 0.03%
49,458
-1,266
421
$1.57M 0.03%
61,838
+21,390
422
$1.55M 0.03%
34,223
-2,317
423
$1.53M 0.03%
55,424
-3,850
424
$1.51M 0.03%
54,605
-3,907
425
$1.49M 0.03%
4,906
+475
15 16
17
18 19