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
1051
$267K 0.01%
+10,859
1052
$267K 0.01%
26,542
+1,033
1053
$267K 0.01%
+10,863
1054
$266K 0.01%
2,329
+360
1055
$266K 0.01%
1,524
-59
1056
$266K 0.01%
+1,622
1057
$266K 0.01%
12,121
-220
1058
$265K 0.01%
+1,082
1059
$265K 0.01%
+3,399
1060
$265K 0.01%
1,679
+146
1061
$262K 0.01%
5,978
+82
1062
$262K 0.01%
6,890
1063
$262K 0.01%
+9,219
1064
$262K 0.01%
46,312
+21,205
1065
$262K 0.01%
2,233
+3
1066
$260K 0.01%
3,458
+8
1067
$260K 0.01%
6,788
-64
1068
$259K 0.01%
6,917
+88
1069
$259K 0.01%
40,354
+17,279
1070
$259K 0.01%
+7,025
1071
$259K 0.01%
35,189
-40
1072
$258K 0.01%
886
-751
1073
$257K 0.01%
115,274
+348
1074
$256K 0.01%
+3,438
1075
$256K 0.01%
10,682
+479
41 42
43
44 45