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
76
$12.7M 0.25%
45,606
+9,994
77
$12.4M 0.25%
53,343
+348
78
$12.4M 0.24%
86,297
+1,304
79
$12.2M 0.24%
62,293
+4,187
80
$12.1M 0.24%
174,072
+5,213
81
$12.1M 0.24%
201,147
+28,778
82
$12M 0.24%
25,513
+3,558
83
$11.8M 0.23%
169,524
-3,320
84
$11.7M 0.23%
215,710
+7,884
85
$11.6M 0.23%
82,358
+9,674
86
$11.6M 0.23%
363,415
+22,648
87
$11.6M 0.23%
63,450
+9,074
88
$11.5M 0.23%
102,667
+142
89
$11.3M 0.22%
82,728
+8,242
90
$11M 0.22%
217,696
-31,959
91
$10.9M 0.22%
170,376
+14,802
92
$10.8M 0.21%
35,329
+1,542
93
$10.8M 0.21%
75,841
+5,054
94
$10.7M 0.21%
60,546
+9,977
95
$10.6M 0.21%
15,172
+1,515
96
$10.6M 0.21%
44,668
-20,415
97
$10.4M 0.21%
104,295
+1,269
98
$10.2M 0.2%
12,961
-8,064
99
$10.1M 0.2%
25,462
+2,015
100
$10.1M 0.2%
106,915
+2,275
2 3
4
5 6