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
1051
$297K 0.01%
880
+287
1052
$297K 0.01%
28,550
1053
$296K 0.01%
3,812
-98
1054
$296K 0.01%
+2,143
1055
$296K 0.01%
505
-146
1056
$295K 0.01%
4,664
-75
1057
$295K 0.01%
+2,050
1058
$291K 0.01%
9,493
-12,575
1059
$290K 0.01%
1,521
-3
1060
$287K 0.01%
3,777
-2,233
1061
$287K 0.01%
+15,000
1062
$286K 0.01%
+9,323
1063
$286K 0.01%
+4,920
1064
$286K 0.01%
6,014
-676
1065
$286K 0.01%
+5,031
1066
$285K 0.01%
9,582
-4,399
1067
$285K 0.01%
3,230
-2,494
1068
$283K 0.01%
6,890
1069
$283K 0.01%
+2,563
1070
$283K 0.01%
4,284
-9,705
1071
$283K 0.01%
6,308
+330
1072
$282K 0.01%
7,358
+441
1073
$282K 0.01%
17,661
+249
1074
$281K 0.01%
11,350
1075
$281K 0.01%
12,273
-4,346
41 42
43
44 45