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
901
$414K 0.01%
19,737
+1,106
902
$413K 0.01%
9,155
-195
903
$412K 0.01%
9,283
+64
904
$412K 0.01%
25,374
+11,426
905
$410K 0.01%
3,122
+656
906
$410K 0.01%
+3,411
907
$408K 0.01%
12,829
-1,771
908
$408K 0.01%
1,225
-433
909
$407K 0.01%
1,319
+57
910
$406K 0.01%
9,674
-11,799
911
$406K 0.01%
8,014
912
$406K 0.01%
3,858
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913
$404K 0.01%
3,924
-102,991
914
$404K 0.01%
10,000
915
$403K 0.01%
5,324
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$402K 0.01%
4,584
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1,934
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918
$400K 0.01%
17,025
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919
$398K 0.01%
2,360
-61
920
$398K 0.01%
4,215
+1,614
921
$398K 0.01%
4,252
-126
922
$397K 0.01%
15,137
-999
923
$397K 0.01%
24,374
+2,983
924
$396K 0.01%
2,859
+125
925
$396K 0.01%
8,136
+224
35 36
37
38 39