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
1026
$318K 0.01%
+8,023
1027
$317K 0.01%
5,968
+657
1028
$316K 0.01%
5,386
-179
1029
$316K 0.01%
4,596
-232
1030
$316K 0.01%
13,105
+3,105
1031
$316K 0.01%
797
-45
1032
$316K 0.01%
15,266
+158
1033
$315K 0.01%
3,113
+434
1034
$311K 0.01%
1,132
-364
1035
$309K 0.01%
6,275
+883
1036
$308K 0.01%
+6,283
1037
$307K 0.01%
2,378
+196
1038
$306K 0.01%
1,493
-41
1039
$306K 0.01%
45,617
+374
1040
$305K 0.01%
10,475
1041
$305K 0.01%
2,928
-166
1042
$304K 0.01%
+5,688
1043
$304K 0.01%
47,729
+7,375
1044
$302K 0.01%
1,049
-9
1045
$301K 0.01%
16,936
-32,978
1046
$301K 0.01%
5,042
+203
1047
$300K 0.01%
+706
1048
$300K 0.01%
1,271
-17
1049
$298K 0.01%
10,934
+252
1050
$298K 0.01%
+5,241
40 41
42
43 44