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
851
$472K 0.01%
25,530
-1,205
852
$468K 0.01%
1,507
+204
853
$465K 0.01%
45,765
-4,400
854
$465K 0.01%
993
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855
$463K 0.01%
9,442
-3,009
856
$463K 0.01%
6,335
+212
857
$463K 0.01%
4,159
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858
$461K 0.01%
13,454
859
$460K 0.01%
+30,063
860
$459K 0.01%
374
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861
$458K 0.01%
5,677
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862
$457K 0.01%
7,708
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863
$457K 0.01%
13,172
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864
$456K 0.01%
9,829
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865
$455K 0.01%
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866
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3,392
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4,277
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870
$448K 0.01%
1,505
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871
$447K 0.01%
2,829
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872
$446K 0.01%
+6,885
873
$446K 0.01%
17,260
+2,016
874
$445K 0.01%
4,790
-61
875
$442K 0.01%
3,610
-100
33 34
35
36 37