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
26
$41.3M 0.74%
1,508,112
+39,306
27
$38.9M 0.69%
87,402
+2,447
28
$38.2M 0.68%
57,334
-641
29
$37.5M 0.67%
499,099
+10,303
30
$35.2M 0.63%
612,128
-161,904
31
$35.1M 0.62%
340,612
+3,679
32
$34.8M 0.62%
85,994
+1,130
33
$32.9M 0.59%
116,974
+4,397
34
$32.6M 0.58%
42,686
+4,298
35
$31.5M 0.56%
260,728
+23,192
36
$30.9M 0.55%
258,120
+8,360
37
$30.5M 0.54%
518,809
+7,720
38
$28.5M 0.51%
50,047
+2,149
39
$27.9M 0.5%
378,716
+7,078
40
$26.6M 0.47%
267,417
+5,865
41
$26.1M 0.46%
76,362
-659
42
$25.9M 0.46%
91,726
+3,734
43
$23.4M 0.42%
1,057,554
+15,736
44
$23.1M 0.41%
1,005,894
+17,938
45
$22.9M 0.41%
69,777
+150
46
$22.6M 0.4%
132,488
+3,589
47
$22.2M 0.39%
253,773
+28,688
48
$21.9M 0.39%
147,192
+21,603
49
$21.3M 0.38%
179,364
+2,810
50
$21.2M 0.38%
188,176
+9,069
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