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
776
$578K 0.01%
4,298
+334
777
$578K 0.01%
15,327
+256
778
$571K 0.01%
7,045
-29
779
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14,169
-908
780
$569K 0.01%
26,550
781
$568K 0.01%
10,705
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782
$567K 0.01%
64,774
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783
$565K 0.01%
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784
$562K 0.01%
17,818
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785
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123,387
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786
$558K 0.01%
8,255
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787
$556K 0.01%
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788
$555K 0.01%
33,866
-17,473
789
$555K 0.01%
7,555
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790
$555K 0.01%
21,280
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11,330
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796
$542K 0.01%
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797
$540K 0.01%
+17,103
798
$539K 0.01%
1,970
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799
$539K 0.01%
8,905
-133
800
$538K 0.01%
3,025
+864
30 31
32
33 34