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
676
$760K 0.01%
3,967
+95
677
$759K 0.01%
3,219
+450
678
$758K 0.01%
11,298
-3,742
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$756K 0.01%
9,920
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680
$752K 0.01%
5,345
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681
$751K 0.01%
26,077
-1,040
682
$748K 0.01%
2,386
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683
$747K 0.01%
10,874
-895
684
$747K 0.01%
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-25
685
$746K 0.01%
4,264
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686
$746K 0.01%
7,731
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687
$744K 0.01%
11,437
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688
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6,252
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689
$738K 0.01%
8,193
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$738K 0.01%
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20,570
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16,198
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695
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9,564
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$723K 0.01%
53,299
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697
$721K 0.01%
4,574
-768
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$719K 0.01%
20,203
-504
699
$719K 0.01%
6,406
-343
700
$713K 0.01%
5,039
-188
26 27
28
29 30