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
801
$537K 0.01%
11,540
802
$537K 0.01%
24,551
+754
803
$536K 0.01%
11,638
+204
804
$535K 0.01%
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805
$534K 0.01%
27,131
-9,093
806
$534K 0.01%
21,023
-489
807
$533K 0.01%
26,935
+1,965
808
$524K 0.01%
11,963
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809
$524K 0.01%
4,630
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810
$521K 0.01%
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811
$521K 0.01%
10,259
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812
$521K 0.01%
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813
$517K 0.01%
2,371
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$516K 0.01%
7,241
-466
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$516K 0.01%
89,143
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816
$513K 0.01%
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817
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818
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4,620
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819
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34,090
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820
$510K 0.01%
9,480
821
$510K 0.01%
7,182
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$510K 0.01%
12,000
823
$507K 0.01%
4,907
+1,395
824
$507K 0.01%
13,809
+953
825
$503K 0.01%
1,948
-1,019
31 32
33
34 35