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
476
$1.3M 0.03%
4,204
-15
477
$1.29M 0.03%
5,581
-379
478
$1.29M 0.03%
24,032
+415
479
$1.29M 0.03%
59,522
-911
480
$1.29M 0.03%
22,112
+11,139
481
$1.29M 0.03%
20,536
+5,122
482
$1.28M 0.03%
6,030
+321
483
$1.28M 0.03%
18,497
-745
484
$1.28M 0.03%
26,884
+22,266
485
$1.27M 0.03%
696
+458
486
$1.27M 0.03%
13,213
+11,047
487
$1.27M 0.03%
15,302
-129
488
$1.27M 0.03%
3,618
-523
489
$1.26M 0.02%
3,795
-1,181
490
$1.26M 0.02%
21,900
-4,070
491
$1.25M 0.02%
11,380
+89
492
$1.24M 0.02%
38,035
-3,399
493
$1.24M 0.02%
27,295
+256
494
$1.23M 0.02%
29,235
+2,595
495
$1.23M 0.02%
+10,964
496
$1.22M 0.02%
3,468
+1,107
497
$1.21M 0.02%
57,285
-2,141
498
$1.21M 0.02%
98,916
+3,280
499
$1.21M 0.02%
8,031
+5,201
500
$1.21M 0.02%
4,481
-353
18 19
20
21 22