AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.06B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$7.87M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.13M

Top Sells

1
+$16.3M
2
+$14.4M
3
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.89M
5
FISV
Fiserv Inc
FISV
+$6.72M

Sector Composition

1 Technology 19.08%
2 Financials 8.49%
3 Consumer Discretionary 5.04%
4 Industrials 4.58%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$694K 0.01%
26,853
-48
677
$693K 0.01%
9,165
-339
678
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346
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679
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17,980
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$683K 0.01%
9,520
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681
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13,352
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$678K 0.01%
7,872
683
$677K 0.01%
3,758
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684
$675K 0.01%
17,583
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685
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686
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687
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69,707
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688
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13,803
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689
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32,520
+5,706
690
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12,819
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691
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2,691
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7,380
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696
$656K 0.01%
9,650
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697
$654K 0.01%
2,675
-213
698
$653K 0.01%
13,284
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699
$652K 0.01%
10,230
700
$650K 0.01%
889
+80
26 27
28
29 30