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
1101
$265K ﹤0.01%
33
1102
$265K ﹤0.01%
3,134
+615
1103
$265K ﹤0.01%
+3,780
1104
$264K ﹤0.01%
45,440
+18,381
1105
$263K ﹤0.01%
4,592
1106
$263K ﹤0.01%
1,119
-292
1107
$263K ﹤0.01%
+1,617
1108
$261K ﹤0.01%
5,304
-3,383
1109
$260K ﹤0.01%
1,373
+60
1110
$259K ﹤0.01%
4,816
-508
1111
$258K ﹤0.01%
2,615
+133
1112
$257K ﹤0.01%
2,096
-137
1113
$256K ﹤0.01%
5,379
1114
$256K ﹤0.01%
3,510
-279
1115
$256K ﹤0.01%
5,990
+388
1116
$255K ﹤0.01%
3,135
-155
1117
$255K ﹤0.01%
4,649
+3
1118
$255K ﹤0.01%
+9,648
1119
$255K ﹤0.01%
1,926
+70
1120
$254K ﹤0.01%
5,779
-126
1121
$254K ﹤0.01%
5,029
+50
1122
$253K ﹤0.01%
+4,503
1123
$252K ﹤0.01%
1,202
+39
1124
$251K ﹤0.01%
3,255
-183
1125
$250K ﹤0.01%
874
-116
43 44
45
46 47