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
601
$905K 0.02%
46,314
+581
602
$904K 0.02%
19,627
+255
603
$901K 0.02%
46,325
+15,819
604
$900K 0.02%
9,458
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605
$898K 0.02%
+6,617
606
$895K 0.02%
26,055
-7,343
607
$895K 0.02%
179,418
-158,882
608
$893K 0.02%
6,396
+27
609
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610
$889K 0.02%
6,416
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611
$888K 0.02%
9,009
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612
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15,591
-24
613
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+26,627
614
$881K 0.02%
10,666
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615
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5,770
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10,911
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621
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18,435
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622
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4,540
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623
$866K 0.02%
9,476
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624
$865K 0.02%
2,905
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625
$864K 0.02%
38,362
+322
23 24
25
26 27