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
626
$863K 0.02%
11,589
-367
627
$861K 0.02%
8,303
-581
628
$846K 0.02%
17,756
-2,337
629
$846K 0.02%
4,522
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630
$844K 0.02%
80,530
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631
$844K 0.02%
27,118
-1,719
632
$844K 0.02%
+20,084
633
$843K 0.02%
22,867
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634
$842K 0.02%
34,265
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635
$840K 0.01%
5,033
-338
636
$835K 0.01%
+15,868
637
$833K 0.01%
2,706
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638
$832K 0.01%
13,400
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639
$832K 0.01%
11,195
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640
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13,513
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4,325
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644
$823K 0.01%
9,908
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645
$817K 0.01%
77,818
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646
$815K 0.01%
17,523
647
$815K 0.01%
4,865
-147
648
$813K 0.01%
19,663
+1,683
649
$813K 0.01%
6,330
+1,872
650
$812K 0.01%
66,555
+11,853
24 25
26
27 28