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
976
$359K 0.01%
3,469
+203
977
$357K 0.01%
3,944
-93
978
$356K 0.01%
24,589
+340
979
$356K 0.01%
15,064
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26,601
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981
$355K 0.01%
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982
$355K 0.01%
7,975
983
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984
$352K 0.01%
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985
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4,631
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987
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988
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990
$347K 0.01%
25,700
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11,753
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99,352
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3,223
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996
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7,700
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997
$340K 0.01%
3,373
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998
$339K 0.01%
4,821
-1,809
999
$339K 0.01%
+3,525
1000
$339K 0.01%
7,040
-6,763
38 39
40
41 42