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
1101
$239K ﹤0.01%
2,494
-198
1102
$239K ﹤0.01%
17,412
-1,693
1103
$238K ﹤0.01%
5,905
-141
1104
$237K ﹤0.01%
11,269
-3,955
1105
$237K ﹤0.01%
4,646
+2
1106
$234K ﹤0.01%
1,915
-53
1107
$234K ﹤0.01%
+2,339
1108
$234K ﹤0.01%
2,731
+150
1109
$233K ﹤0.01%
4,907
+1
1110
$232K ﹤0.01%
27,925
+1,220
1111
$232K ﹤0.01%
9,900
-100
1112
$232K ﹤0.01%
1,313
1113
$232K ﹤0.01%
5,324
-2
1114
$231K ﹤0.01%
22,310
+588
1115
$231K ﹤0.01%
+566
1116
$231K ﹤0.01%
2,601
-3
1117
$231K ﹤0.01%
15,830
-4,641
1118
$231K ﹤0.01%
2,336
-196
1119
$230K ﹤0.01%
3,762
-4,625
1120
$230K ﹤0.01%
+14,852
1121
$230K ﹤0.01%
+1,621
1122
$229K ﹤0.01%
+10,000
1123
$229K ﹤0.01%
+2,182
1124
$228K ﹤0.01%
5,137
-23
1125
$227K ﹤0.01%
25,952
+1,308
43 44
45
46 47