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
501
$1.27M 0.02%
29,235
502
$1.27M 0.02%
26,064
-2,210
503
$1.26M 0.02%
32,222
+1,087
504
$1.26M 0.02%
18,781
+2,331
505
$1.26M 0.02%
4,056
+588
506
$1.26M 0.02%
8,849
+1
507
$1.26M 0.02%
26,610
+2,291
508
$1.25M 0.02%
24,584
-8,835
509
$1.25M 0.02%
25,967
-2,335
510
$1.25M 0.02%
+17,402
511
$1.25M 0.02%
8,629
+111
512
$1.24M 0.02%
15,758
-562
513
$1.24M 0.02%
14,062
-128
514
$1.23M 0.02%
35,550
-2,382
515
$1.22M 0.02%
18,107
-2,429
516
$1.21M 0.02%
11,907
+2,915
517
$1.2M 0.02%
5,220
-810
518
$1.2M 0.02%
15,603
+330
519
$1.19M 0.02%
26,884
520
$1.19M 0.02%
3,676
+255
521
$1.19M 0.02%
1,437
-120
522
$1.18M 0.02%
12,943
-391
523
$1.18M 0.02%
896
-15
524
$1.17M 0.02%
41,869
-41,996
525
$1.17M 0.02%
11,631
+1,061
19 20
21
22 23