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
701
$713K 0.01%
2,960
-289
702
$712K 0.01%
13,716
-16,700
703
$708K 0.01%
13,730
-7
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9,043
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705
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4,296
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26,831
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710
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9,716
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18,264
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712
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10,075
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714
$689K 0.01%
12,906
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717
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5,022
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720
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13,000
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721
$680K 0.01%
1,243
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722
$679K 0.01%
15,155
-134
723
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5,903
-4,176
724
$677K 0.01%
2,601
-74
725
$674K 0.01%
+20,992
27 28
29
30 31