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
926
$395K 0.01%
5,244
-279
927
$395K 0.01%
+27,674
928
$394K 0.01%
8,263
-644
929
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$394K 0.01%
18,566
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931
$393K 0.01%
14,835
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932
$392K 0.01%
5,357
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933
$392K 0.01%
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-455
934
$392K 0.01%
2,688
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935
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5,833
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936
$390K 0.01%
15,687
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937
$389K 0.01%
4,608
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938
$388K 0.01%
1,912
-126
939
$388K 0.01%
3,629
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940
$386K 0.01%
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941
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22,284
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942
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50,488
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943
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16,494
944
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8,741
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945
$381K 0.01%
3,505
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946
$379K 0.01%
14,656
-2,991
947
$377K 0.01%
4,391
-67
948
$374K 0.01%
5,035
+1
949
$373K 0.01%
49,777
+20,695
950
$373K 0.01%
11,221
36 37
38
39 40