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
51
$21.2M 0.38%
95,804
+7,143
52
$20.7M 0.37%
404,749
+8,334
53
$20.7M 0.37%
25,978
+1,836
54
$20.6M 0.37%
17,635
+311
55
$20.5M 0.36%
110,628
+496
56
$19.9M 0.35%
32,351
+1,894
57
$19.6M 0.35%
96,199
+1,627
58
$19M 0.34%
82,045
+1,528
59
$18.3M 0.33%
100,553
+17,825
60
$17.8M 0.32%
126,633
-1,479
61
$17.4M 0.31%
220,578
+4,663
62
$16.7M 0.3%
55,091
+444
63
$16.7M 0.3%
428,721
+15,052
64
$16M 0.29%
381,380
+174,896
65
$15.8M 0.28%
21
66
$15.7M 0.28%
191,490
+10,649
67
$15.3M 0.27%
319,296
+2,934
68
$15.2M 0.27%
46,621
+1,015
69
$15.1M 0.27%
591,422
+8,953
70
$15M 0.27%
254,017
+38,307
71
$14.9M 0.26%
30,599
+379
72
$14.8M 0.26%
225,085
+23,938
73
$14.7M 0.26%
61,545
-1,577
74
$14.6M 0.26%
289,605
-3,156
75
$14.5M 0.26%
94,613
-1,196
1 2
3
4 5