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
426
$1.65M 0.03%
43,409
+2
427
$1.64M 0.03%
14,338
-224
428
$1.63M 0.03%
20,051
-687
429
$1.63M 0.03%
7,090
+1,740
430
$1.62M 0.03%
19,700
+1,348
431
$1.62M 0.03%
42,302
+26,850
432
$1.61M 0.03%
149,131
-42,530
433
$1.6M 0.03%
15,375
+2,162
434
$1.6M 0.03%
20,321
+385
435
$1.59M 0.03%
10,894
-5,812
436
$1.58M 0.03%
32,272
-6,045
437
$1.58M 0.03%
26,032
+6,671
438
$1.58M 0.03%
17,250
+5,650
439
$1.58M 0.03%
93,121
+2,397
440
$1.57M 0.03%
26,111
-972
441
$1.57M 0.03%
55,656
+35,506
442
$1.56M 0.03%
46,397
-3,061
443
$1.56M 0.03%
126,048
-40
444
$1.55M 0.03%
4,504
+63
445
$1.54M 0.03%
29,535
+1,943
446
$1.54M 0.03%
43,969
+2,765
447
$1.54M 0.03%
+25,664
448
$1.53M 0.03%
97,636
-1,280
449
$1.52M 0.03%
30,202
-4,021
450
$1.52M 0.03%
11,329
-5
16 17
18
19 20