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
1001
$339K 0.01%
+12,576
1002
$338K 0.01%
16,075
+662
1003
$337K 0.01%
9,067
1004
$337K 0.01%
5,116
-1,058
1005
$336K 0.01%
16,638
+562
1006
$336K 0.01%
13,563
-1,017
1007
$336K 0.01%
13,485
+6
1008
$335K 0.01%
8,668
1009
$335K 0.01%
+6,582
1010
$334K 0.01%
8,919
+3,086
1011
$332K 0.01%
+3,931
1012
$332K 0.01%
89,974
-2,172
1013
$332K 0.01%
3,109
-17
1014
$331K 0.01%
133,526
+18,252
1015
$331K 0.01%
9,573
+265
1016
$330K 0.01%
7,100
+840
1017
$329K 0.01%
1,610
+7
1018
$327K 0.01%
+6,826
1019
$326K 0.01%
3,594
-817
1020
$326K 0.01%
+14,739
1021
$324K 0.01%
6,232
1022
$322K 0.01%
6,378
-3,139
1023
$322K 0.01%
14,839
-18,772
1024
$321K 0.01%
1,147
-37
1025
$320K 0.01%
1,303
+41
39 40
41
42 43