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
876
$410K 0.01%
349
+13
877
$409K 0.01%
13,981
-3,397
878
$409K 0.01%
6,295
+650
879
$409K 0.01%
5,567
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880
$406K 0.01%
5,625
+1,165
881
$406K 0.01%
2,726
+254
882
$406K 0.01%
4,220
+411
883
$405K 0.01%
8,687
+465
884
$405K 0.01%
9,219
-2,805
885
$404K 0.01%
8,014
886
$402K 0.01%
3,984
-118
887
$402K 0.01%
4,411
+803
888
$396K 0.01%
1,262
+180
889
$396K 0.01%
2,620
-348
890
$396K 0.01%
8,830
891
$393K 0.01%
3,620
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892
$393K 0.01%
7,450
+1,954
893
$392K 0.01%
12,335
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894
$391K 0.01%
11,380
+1,288
895
$391K 0.01%
6,672
+1,899
896
$391K 0.01%
18,624
+7,182
897
$390K 0.01%
18,603
+1,712
898
$390K 0.01%
8,801
+595
899
$390K 0.01%
4,818
+289
900
$390K 0.01%
965
+39
34 35
36
37 38