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
426
$1.49M 0.03%
20,738
-1,995
427
$1.49M 0.03%
23,059
+4,548
428
$1.49M 0.03%
30,416
-391
429
$1.48M 0.03%
2,698
+77
430
$1.48M 0.03%
18,352
-396
431
$1.48M 0.03%
19,936
+1,115
432
$1.48M 0.03%
80,515
+628
433
$1.47M 0.03%
19,691
+1,763
434
$1.47M 0.03%
225,800
+25,000
435
$1.47M 0.03%
10,937
+2,831
436
$1.47M 0.03%
27,349
-11,713
437
$1.46M 0.03%
23,070
+2,801
438
$1.46M 0.03%
+43,291
439
$1.45M 0.03%
4,954
-88
440
$1.45M 0.03%
72,214
+8,425
441
$1.45M 0.03%
44,163
+470
442
$1.45M 0.03%
126,088
+829
443
$1.44M 0.03%
6,627
-478
444
$1.44M 0.03%
38,562
-2,000
445
$1.44M 0.03%
24,147
+19,212
446
$1.44M 0.03%
+42,413
447
$1.42M 0.03%
43,407
+226
448
$1.42M 0.03%
5,753
+2,281
449
$1.42M 0.03%
6,314
+3,912
450
$1.41M 0.03%
13,795
+217
16 17
18
19 20