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
751
$614K 0.01%
880
+129
752
$613K 0.01%
13,260
-3,283
753
$612K 0.01%
23,223
+4,692
754
$611K 0.01%
3,771
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755
$610K 0.01%
5,119
+119
756
$607K 0.01%
4,243
-62
757
$604K 0.01%
18,525
-1,690
758
$602K 0.01%
2,392
-748
759
$600K 0.01%
24,387
+3,208
760
$600K 0.01%
7,313
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761
$595K 0.01%
8,234
-1,416
762
$594K 0.01%
9,938
+2,488
763
$593K 0.01%
6,872
-388
764
$593K 0.01%
13,857
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765
$592K 0.01%
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767
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7,526
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$590K 0.01%
3,378
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769
$589K 0.01%
2,937
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770
$589K 0.01%
4,696
771
$588K 0.01%
9,533
772
$585K 0.01%
4,193
-466
773
$584K 0.01%
40,969
+4,490
774
$583K 0.01%
3,606
-164
775
$580K 0.01%
13,358
+199
29 30
31
32 33