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
1076
$281K 0.01%
10,411
+1,192
1077
$281K 0.01%
3,791
-424
1078
$281K 0.01%
6,056
-30
1079
$279K 0.01%
+20,200
1080
$279K 0.01%
27,019
+477
1081
$278K ﹤0.01%
+7,727
1082
$278K ﹤0.01%
4,490
-19,657
1083
$278K ﹤0.01%
2,981
-55
1084
$277K ﹤0.01%
16,257
-15,789
1085
$274K ﹤0.01%
7,025
1086
$273K ﹤0.01%
1,713
-27
1087
$272K ﹤0.01%
2,164
-653
1088
$272K ﹤0.01%
1,406
+210
1089
$271K ﹤0.01%
15,212
-18
1090
$271K ﹤0.01%
2,696
+453
1091
$271K ﹤0.01%
12,384
+1,115
1092
$270K ﹤0.01%
+4,283
1093
$269K ﹤0.01%
5,582
-23
1094
$268K ﹤0.01%
6,338
+42
1095
$268K ﹤0.01%
5,841
+588
1096
$267K ﹤0.01%
6,739
-18,329
1097
$267K ﹤0.01%
3,460
+2
1098
$267K ﹤0.01%
2,053
+42
1099
$266K ﹤0.01%
10,376
-12,817
1100
$266K ﹤0.01%
2,875
+30
42 43
44
45 46