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
826
$503K 0.01%
19,317
+384
827
$502K 0.01%
15,389
+287
828
$502K 0.01%
6,049
+652
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2,497
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830
$500K 0.01%
7,334
831
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5,136
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832
$494K 0.01%
2,275
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833
$493K 0.01%
9,445
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834
$491K 0.01%
34,083
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835
$490K 0.01%
6,582
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836
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13,589
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837
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5,720
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838
$484K 0.01%
36,354
839
$484K 0.01%
3,082
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840
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25,058
841
$482K 0.01%
18,905
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3,269
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845
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19,363
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846
$477K 0.01%
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847
$474K 0.01%
4,770
848
$472K 0.01%
5,442
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849
$472K 0.01%
14,399
-12,539
850
$472K 0.01%
+24,395
32 33
34
35 36