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
651
$810K 0.01%
10,652
+1,487
652
$808K 0.01%
11,236
-151
653
$806K 0.01%
12,807
-7,004
654
$805K 0.01%
27,861
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655
$802K 0.01%
5,201
+161
656
$798K 0.01%
5,558
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657
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3,714
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658
$796K 0.01%
7,193
-1,210
659
$793K 0.01%
42,442
+10,576
660
$792K 0.01%
2,836
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661
$792K 0.01%
16,909
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662
$789K 0.01%
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663
$788K 0.01%
8,789
-2,070
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$788K 0.01%
15,626
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665
$787K 0.01%
65,784
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666
$786K 0.01%
24,404
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667
$786K 0.01%
18,204
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668
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3,562
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$784K 0.01%
42,577
-5,358
670
$783K 0.01%
12,085
+2,735
671
$771K 0.01%
3,006
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672
$768K 0.01%
9,299
+4,430
673
$768K 0.01%
12,580
-58
674
$762K 0.01%
4,266
+1,911
675
$762K 0.01%
13,419
+380
25 26
27
28 29