AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
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
+$7.74M
2
+$7.66M
3
+$7.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.57M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$5.84M

Top Sells

1
+$10.6M
2
+$9.31M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$2.75M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.77M

Sector Composition

1 Technology 19.93%
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
WM icon
51
Waste Management
WM
$87.1B
$21.2M 0.38%
95,804
+7,143
IAGG icon
52
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$20.7M 0.37%
404,749
+8,334
GS icon
53
Goldman Sachs
GS
$251B
$20.7M 0.37%
25,978
+1,836
BLK icon
54
Blackrock
BLK
$167B
$20.6M 0.37%
17,635
+311
JNJ icon
55
Johnson & Johnson
JNJ
$496B
$20.5M 0.36%
110,628
+496
GEV icon
56
GE Vernova
GEV
$165B
$19.9M 0.35%
32,351
+1,894
PANW icon
57
Palo Alto Networks
PANW
$134B
$19.6M 0.35%
96,199
+1,627
ABBV icon
58
AbbVie
ABBV
$407B
$19M 0.34%
82,045
+1,528
PLTR icon
59
Palantir
PLTR
$418B
$18.3M 0.33%
100,553
+17,825
PEP icon
60
PepsiCo
PEP
$203B
$17.8M 0.32%
126,633
-1,479
BSV icon
61
Vanguard Short-Term Bond ETF
BSV
$39.2B
$17.4M 0.31%
220,578
+4,663
MCD icon
62
McDonald's
MCD
$220B
$16.7M 0.3%
55,091
+444
HMOP icon
63
Hartford Municipal Opportunities ETF
HMOP
$633M
$16.7M 0.3%
428,721
+15,052
CGDV icon
64
Capital Group Dividend Value ETF
CGDV
$25.4B
$16M 0.29%
381,380
+174,896
BRK.A icon
65
Berkshire Hathaway Class A
BRK.A
$1.09T
$15.8M 0.28%
21
GLW icon
66
Corning
GLW
$71.3B
$15.7M 0.28%
191,490
+10,649
HYDB icon
67
iShares High Yield Systematic Bond ETF
HYDB
$1.66B
$15.3M 0.27%
319,296
+2,934
SMH icon
68
VanEck Semiconductor ETF
SMH
$36.5B
$15.2M 0.27%
46,621
+1,015
IBDT icon
69
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.29B
$15.1M 0.27%
591,422
+8,953
DYNF icon
70
BlackRock US Equity Factor Rotation ETF
DYNF
$29.9B
$15M 0.27%
254,017
+38,307
SPGI icon
71
S&P Global
SPGI
$152B
$14.9M 0.26%
30,599
+379
IEMG icon
72
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$14.8M 0.26%
225,085
+23,938
TMUS icon
73
T-Mobile US
TMUS
$234B
$14.7M 0.26%
61,545
-1,577
JMUB icon
74
JPMorgan Municipal ETF
JMUB
$6.24B
$14.6M 0.26%
289,605
-3,156
PG icon
75
Procter & Gamble
PG
$342B
$14.5M 0.26%
94,613
-1,196
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3
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