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
476
$1.37M 0.02%
20,379
-1,325
477
$1.36M 0.02%
6,519
+938
478
$1.35M 0.02%
20,024
-1,172
479
$1.34M 0.02%
69,155
-3,059
480
$1.34M 0.02%
58,221
-1,301
481
$1.34M 0.02%
22,371
-1,461
482
$1.33M 0.02%
15,038
-264
483
$1.33M 0.02%
4,619
-335
484
$1.33M 0.02%
41,868
-545
485
$1.33M 0.02%
20,711
-4,054
486
$1.33M 0.02%
26,582
-767
487
$1.33M 0.02%
37,961
-74
488
$1.32M 0.02%
23,632
-400
489
$1.32M 0.02%
4,132
+1
490
$1.32M 0.02%
21,873
-27
491
$1.32M 0.02%
4,429
+225
492
$1.31M 0.02%
10,410
+2,649
493
$1.31M 0.02%
6,092
-3,152
494
$1.3M 0.02%
28,969
+1,532
495
$1.29M 0.02%
13,632
-260
496
$1.29M 0.02%
1,983
-564
497
$1.29M 0.02%
4,599
+118
498
$1.28M 0.02%
6,734
+358
499
$1.28M 0.02%
200,800
-25,000
500
$1.28M 0.02%
11,137
+1,079
18 19
20
21 22