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
901
$388K 0.01%
3,541
-11
902
$388K 0.01%
4,222
-31
903
$388K 0.01%
1,168
-210
904
$387K 0.01%
7,129
+386
905
$387K 0.01%
16,658
-13,705
906
$387K 0.01%
12,856
+866
907
$387K 0.01%
4,477
+125
908
$386K 0.01%
9,350
+2,057
909
$386K 0.01%
3,424
+27
910
$385K 0.01%
3,098
-531
911
$384K 0.01%
9,162
912
$384K 0.01%
5,201
-268
913
$383K 0.01%
1,468
+185
914
$382K 0.01%
2,684
+3
915
$382K 0.01%
11,058
+14
916
$380K 0.01%
5,523
-82
917
$379K 0.01%
5,470
+865
918
$377K 0.01%
1,212
-3,426
919
$377K 0.01%
15,244
920
$376K 0.01%
+4,869
921
$375K 0.01%
10,000
922
$375K 0.01%
15,709
-11,568
923
$375K 0.01%
14,580
-957
924
$374K 0.01%
4,585
-131
925
$374K 0.01%
4,037
+442
35 36
37
38 39