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
951
$373K 0.01%
3,907
-77
952
$372K 0.01%
7,793
+664
953
$372K 0.01%
2,105
+32
954
$372K 0.01%
4,467
-82
955
$372K 0.01%
3,018
+573
956
$372K 0.01%
8,572
-229
957
$371K 0.01%
1,634
-69
958
$369K 0.01%
4,722
+572
959
$369K 0.01%
2,606
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960
$368K 0.01%
4,692
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961
$367K 0.01%
+4,019
962
$366K 0.01%
1,938
+259
963
$365K 0.01%
8,414
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964
$365K 0.01%
8,973
965
$365K 0.01%
8,268
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$363K 0.01%
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968
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19,144
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969
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970
$360K 0.01%
8,313
-5,700
971
$359K 0.01%
10,185
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$359K 0.01%
1,112
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973
$359K 0.01%
14,000
974
$359K 0.01%
3,567
+1,348
975
$359K 0.01%
24,535
37 38
39
40 41