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
451
$1.52M 0.03%
18,108
-3,961
452
$1.51M 0.03%
10,100
+90
453
$1.51M 0.03%
24,023
+1,286
454
$1.5M 0.03%
29,080
-366
455
$1.5M 0.03%
53,905
-1,519
456
$1.5M 0.03%
22,831
-239
457
$1.49M 0.03%
18,232
-265
458
$1.48M 0.03%
45,118
+4,576
459
$1.48M 0.03%
38,562
460
$1.48M 0.03%
31,487
+26,210
461
$1.48M 0.03%
11,717
+181
462
$1.47M 0.03%
4,254
-561
463
$1.47M 0.03%
5,373
+191
464
$1.47M 0.03%
30,435
+3,140
465
$1.47M 0.03%
7,815
+1,746
466
$1.47M 0.03%
13,113
-18
467
$1.44M 0.03%
10,061
-806
468
$1.42M 0.03%
33,000
469
$1.4M 0.03%
82,303
+1,788
470
$1.38M 0.02%
18,108
-8,136
471
$1.38M 0.02%
10,791
-64
472
$1.38M 0.02%
16,563
+942
473
$1.38M 0.02%
8,882
+1,037
474
$1.37M 0.02%
10,002
+6,603
475
$1.37M 0.02%
7,140
-705
17 18
19
20 21