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
851
$433K 0.01%
4,851
+23
852
$432K 0.01%
8,839
853
$432K 0.01%
21,179
+6,984
854
$431K 0.01%
6,244
-612
855
$430K 0.01%
14,600
-5,500
856
$429K 0.01%
5,397
-326
857
$427K 0.01%
6,630
-1,270
858
$427K 0.01%
19,305
+141
859
$426K 0.01%
9,402
-2,574
860
$426K 0.01%
4,037
-279
861
$424K 0.01%
4,832
-397
862
$424K 0.01%
7,918
+253
863
$423K 0.01%
6,123
+900
864
$421K 0.01%
7,444
+254
865
$420K 0.01%
20,731
+6,673
866
$419K 0.01%
2,660
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867
$416K 0.01%
+54,702
868
$415K 0.01%
9,521
+123
869
$414K 0.01%
6,010
+1,365
870
$414K 0.01%
5,198
+206
871
$413K 0.01%
16,202
+1,102
872
$412K 0.01%
18,631
+2,084
873
$411K 0.01%
8,907
-63
874
$410K 0.01%
16,428
+1,223
875
$410K 0.01%
16,136
-1,140
33 34
35
36 37