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
1076
$255K 0.01%
+1,058
1077
$255K 0.01%
3,504
+227
1078
$254K 0.01%
2,679
-1,310
1079
$254K 0.01%
15,230
-1,052
1080
$252K 0.01%
425
+1
1081
$252K 0.01%
45,243
1082
$251K 0.01%
5,311
-361
1083
$251K 0.01%
5,605
+34
1084
$251K ﹤0.01%
567
-88
1085
$250K ﹤0.01%
+5,833
1086
$249K ﹤0.01%
8,929
+306
1087
$248K ﹤0.01%
505
-76
1088
$248K ﹤0.01%
8,458
-422
1089
$248K ﹤0.01%
4,592
+173
1090
$247K ﹤0.01%
3,507
1091
$247K ﹤0.01%
5,379
1092
$247K ﹤0.01%
+5,602
1093
$245K ﹤0.01%
+5,277
1094
$244K ﹤0.01%
+33
1095
$243K ﹤0.01%
1,196
+111
1096
$242K ﹤0.01%
+1,687
1097
$241K ﹤0.01%
8,426
-1,498
1098
$241K ﹤0.01%
2,845
-1,484
1099
$240K ﹤0.01%
2,861
+162
1100
$240K ﹤0.01%
+3,770
42 43
44
45 46