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
801
$510K 0.01%
7,260
+609
802
$509K 0.01%
14,882
-4,014
803
$508K 0.01%
85,950
+4,053
804
$507K 0.01%
2,851
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805
$507K 0.01%
9,038
-512
806
$507K 0.01%
10,319
+1,918
807
$504K 0.01%
7,774
-334
808
$503K 0.01%
6,283
+1,514
809
$503K 0.01%
21,512
-3,745
810
$503K 0.01%
9,533
-1,529
811
$503K 0.01%
6,174
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812
$503K 0.01%
3,964
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813
$501K 0.01%
2,687
+159
814
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10,334
-1,236
815
$494K 0.01%
36,865
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816
$494K 0.01%
1,915
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817
$492K 0.01%
15,102
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818
$489K 0.01%
18,933
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$488K 0.01%
3,524
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820
$488K 0.01%
2,237
+233
821
$487K 0.01%
19,204
-188
822
$487K 0.01%
26,735
+98
823
$487K 0.01%
17,647
+8,098
824
$486K 0.01%
10,515
-1,870
825
$486K 0.01%
12,000
31 32
33
34 35