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
951
$351K 0.01%
2,038
+634
952
$350K 0.01%
24,535
953
$349K 0.01%
19,103
-970
954
$348K 0.01%
4,332
+247
955
$347K 0.01%
+7,756
956
$347K 0.01%
6,232
-3,605
957
$346K 0.01%
23,214
+8,364
958
$345K 0.01%
3,037
-1,268
959
$344K 0.01%
+1,411
960
$342K 0.01%
5,034
-123
961
$342K 0.01%
1,184
+217
962
$342K 0.01%
1,621
-37
963
$342K 0.01%
15,949
+2,056
964
$341K 0.01%
+23,889
965
$341K 0.01%
21,391
+7,096
966
$338K 0.01%
92,146
-2,233
967
$337K 0.01%
26,518
-702
968
$336K 0.01%
9,915
+1,316
969
$336K 0.01%
+1,175
970
$336K 0.01%
+5,783
971
$336K 0.01%
2,817
-490
972
$334K 0.01%
651
+207
973
$333K 0.01%
4,839
+1,053
974
$332K 0.01%
+3,126
975
$332K 0.01%
8,467
+53
37 38
39
40 41