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
76
$14.4M 0.26%
69,889
+7,596
77
$14.2M 0.25%
280,042
+62,346
78
$14.2M 0.25%
91,523
+5,226
79
$14.2M 0.25%
66,481
+1,319
80
$14M 0.25%
276,389
-34,838
81
$13.9M 0.25%
39,144
+3,815
82
$13.8M 0.25%
173,118
+65,148
83
$13.3M 0.24%
196,067
+67,824
84
$13.2M 0.24%
81,670
+5,829
85
$13M 0.23%
172,747
-1,325
86
$13M 0.23%
81,945
-413
87
$13M 0.23%
380,996
+170,671
88
$13M 0.23%
96,742
+2,873
89
$12.9M 0.23%
102,315
-352
90
$12.5M 0.22%
374,741
+11,326
91
$12.5M 0.22%
171,133
+15,960
92
$12M 0.21%
25,359
-154
93
$12M 0.21%
175,649
+6,125
94
$11.9M 0.21%
34,591
+7,050
95
$11.8M 0.21%
24,800
+123
96
$11.8M 0.21%
15,597
+425
97
$11.7M 0.21%
175,539
+5,163
98
$11.5M 0.2%
29,366
-391
99
$11.4M 0.2%
56,695
-2,399
100
$11.3M 0.2%
57,073
+476
2 3
4
5 6