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
826
$486K 0.01%
7,334
827
$485K 0.01%
2,950
-25
828
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829
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3,773
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830
$478K 0.01%
1,167
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831
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24,970
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832
$469K 0.01%
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833
$463K 0.01%
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834
$458K 0.01%
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835
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9,517
836
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4,125
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837
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10,270
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838
$449K 0.01%
11,273
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839
$448K 0.01%
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840
$447K 0.01%
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841
$447K 0.01%
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32,590
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844
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990
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846
$439K 0.01%
25,058
847
$438K 0.01%
5,000
848
$436K 0.01%
+15,258
849
$436K 0.01%
18,531
-889
850
$435K 0.01%
4,378
-109
32 33
34
35 36