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
526
$1.17M 0.02%
20,518
-1,857
527
$1.16M 0.02%
22,781
-278
528
$1.16M 0.02%
19,186
-3,469
529
$1.15M 0.02%
6,831
+5
530
$1.15M 0.02%
8,048
-3,962
531
$1.14M 0.02%
6,101
-7,411
532
$1.14M 0.02%
34,829
+4,268
533
$1.14M 0.02%
9,785
-1,394
534
$1.13M 0.02%
16,206
-12,222
535
$1.13M 0.02%
10,968
+885
536
$1.12M 0.02%
10,817
+7
537
$1.11M 0.02%
12,158
-420
538
$1.1M 0.02%
28,460
-1,275
539
$1.1M 0.02%
25,473
+13
540
$1.09M 0.02%
7,691
+64
541
$1.09M 0.02%
77,534
+372
542
$1.08M 0.02%
22,946
+7,116
543
$1.07M 0.02%
18,862
+158
544
$1.07M 0.02%
10,510
-3,285
545
$1.07M 0.02%
12,068
-863
546
$1.07M 0.02%
95,088
-8,815
547
$1.06M 0.02%
7,620
+32
548
$1.06M 0.02%
8,635
+186
549
$1.06M 0.02%
54,305
-4,244
550
$1.05M 0.02%
15,015
+2,785
20 21
22
23 24