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
451
$1.4M 0.03%
29,446
-690
452
$1.4M 0.03%
+11,600
453
$1.4M 0.03%
16,320
-119
454
$1.4M 0.03%
5,182
-267
455
$1.39M 0.03%
911
+92
456
$1.38M 0.03%
1,837
+388
457
$1.38M 0.03%
11,334
-133
458
$1.37M 0.03%
27,592
459
$1.36M 0.03%
21,869
-211
460
$1.36M 0.03%
2,547
-121
461
$1.36M 0.03%
40,542
+16,145
462
$1.35M 0.03%
28,302
-19,362
463
$1.35M 0.03%
31,135
-2,549
464
$1.35M 0.03%
33,000
465
$1.34M 0.03%
11,536
+2,555
466
$1.33M 0.03%
3,421
+806
467
$1.32M 0.03%
4,441
+1,000
468
$1.32M 0.03%
13,892
+1,559
469
$1.32M 0.03%
10,010
+69
470
$1.31M 0.03%
15,621
+126
471
$1.31M 0.03%
10,855
+104
472
$1.31M 0.03%
41,204
-2,448
473
$1.31M 0.03%
3,755
+352
474
$1.31M 0.03%
22,655
-4,824
475
$1.3M 0.03%
7,732
+2,442
17 18
19
20 21