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
51
$19.3M 0.38%
128,899
+4,155
52
$18.8M 0.37%
225,085
-21,266
53
$18.2M 0.36%
17,324
+1,171
54
$17.1M 0.34%
24,142
+10,128
55
$17M 0.34%
215,915
+3,297
56
$16.9M 0.33%
128,112
-8,147
57
$16.8M 0.33%
110,132
-940
58
$16.1M 0.32%
30,457
+4,609
59
$16M 0.32%
54,647
+1,448
60
$15.9M 0.31%
30,220
+2,787
61
$15.8M 0.31%
+413,669
62
$15.8M 0.31%
311,227
+84,684
63
$15.3M 0.3%
21
64
$15.3M 0.3%
95,809
-1,974
65
$15M 0.3%
63,122
+7,900
66
$15M 0.3%
316,362
+283,681
67
$14.9M 0.3%
80,517
+508
68
$14.8M 0.29%
582,469
+4,811
69
$14.5M 0.29%
292,761
+7,237
70
$14.5M 0.29%
125,589
+40
71
$14.3M 0.28%
65,162
+3,318
72
$13.5M 0.27%
24,883
+8,029
73
$13.2M 0.26%
29,757
+4,630
74
$12.9M 0.26%
59,094
-1,486
75
$12.8M 0.25%
93,869
-1,474
1 2
3
4 5