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
576
$959K 0.02%
6,738
+850
577
$959K 0.02%
10,661
+914
578
$955K 0.02%
56,418
+37,794
579
$955K 0.02%
15,797
-700
580
$948K 0.02%
11,430
-2,013
581
$946K 0.02%
4,689
+636
582
$945K 0.02%
10,220
583
$945K 0.02%
1,206
-252
584
$944K 0.02%
44,293
+14,096
585
$939K 0.02%
11,047
-149
586
$938K 0.02%
8,483
-1,856
587
$937K 0.02%
+26,970
588
$934K 0.02%
10,264
-652
589
$933K 0.02%
12,423
+2,312
590
$933K 0.02%
23,500
591
$929K 0.02%
40,181
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24,168
-1,467
593
$922K 0.02%
2,523
-83
594
$921K 0.02%
17,061
+2,116
595
$918K 0.02%
6,780
-164
596
$917K 0.02%
8,605
+2,541
597
$916K 0.02%
12,420
-110
598
$911K 0.02%
3,282
+214
599
$909K 0.02%
+39,045
600
$908K 0.02%
19,809
+1,311
22 23
24
25 26