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
551
$1.05M 0.02%
26,790
+408
552
$1.05M 0.02%
40,323
-789
553
$1.05M 0.02%
21,220
+3,182
554
$1.05M 0.02%
8,611
+234
555
$1.04M 0.02%
23,230
-324
556
$1.04M 0.02%
19,514
+2,788
557
$1.03M 0.02%
3,233
-370
558
$1.03M 0.02%
3,848
-1,058
559
$1.02M 0.02%
5,185
+565
560
$1.02M 0.02%
14,325
+225
561
$1.02M 0.02%
14,168
+1
562
$1.01M 0.02%
9,081
-2,299
563
$999K 0.02%
4,387
+279
564
$996K 0.02%
24,268
565
$995K 0.02%
17,085
-46
566
$993K 0.02%
5,577
-198
567
$992K 0.02%
47,406
-41,258
568
$989K 0.02%
6,855
+13
569
$987K 0.02%
22,159
+3,880
570
$985K 0.02%
6,762
-1,255
571
$984K 0.02%
12,843
+7,276
572
$979K 0.02%
3,265
-490
573
$964K 0.02%
38,579
574
$961K 0.02%
3,206
+125
575
$960K 0.02%
41,180
21 22
23
24 25