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
876
$441K 0.01%
66,777
+24,952
877
$440K 0.01%
6,928
+256
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$440K 0.01%
779
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$440K 0.01%
17,060
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880
$440K 0.01%
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881
$439K 0.01%
9,641
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882
$437K 0.01%
8,034
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883
$436K 0.01%
11,746
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884
$436K 0.01%
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886
$431K 0.01%
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1,931
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3,250
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3,876
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6,525
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895
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896
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3,541
897
$418K 0.01%
18,733
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898
$418K 0.01%
9,521
899
$418K 0.01%
9,091
-311
900
$415K 0.01%
3,283
+834
34 35
36
37 38