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
401
$1.83M 0.03%
783
+127
402
$1.82M 0.03%
18,997
+119
403
$1.82M 0.03%
5,269
-1,045
404
$1.82M 0.03%
262,843
+14,630
405
$1.81M 0.03%
18,450
+901
406
$1.8M 0.03%
26,372
-181
407
$1.79M 0.03%
61,610
+7,005
408
$1.79M 0.03%
8,138
+406
409
$1.79M 0.03%
10,329
+122
410
$1.78M 0.03%
41,651
+311
411
$1.78M 0.03%
14,198
-283
412
$1.78M 0.03%
22,080
+2,389
413
$1.76M 0.03%
18,775
-261
414
$1.76M 0.03%
1,174
+478
415
$1.74M 0.03%
2,763
+65
416
$1.73M 0.03%
12,542
-980
417
$1.7M 0.03%
34,107
+425
418
$1.7M 0.03%
9,996
-941
419
$1.7M 0.03%
43,364
-5,548
420
$1.69M 0.03%
36,867
421
$1.69M 0.03%
143,362
+482
422
$1.67M 0.03%
131,163
-259
423
$1.67M 0.03%
51,917
-253
424
$1.67M 0.03%
70,000
-6,833
425
$1.66M 0.03%
24,826
-1,394
15 16
17
18 19