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
1126
$226K ﹤0.01%
1,035
-286
1127
$226K ﹤0.01%
2,482
-392
1128
$226K ﹤0.01%
14,331
-1,766
1129
$224K ﹤0.01%
1,163
-220
1130
$223K ﹤0.01%
2,219
-118
1131
$223K ﹤0.01%
1,273
+143
1132
$222K ﹤0.01%
+2,011
1133
$222K ﹤0.01%
1,692
-305
1134
$222K ﹤0.01%
+2,409
1135
$220K ﹤0.01%
29,082
+14,547
1136
$220K ﹤0.01%
+4,075
1137
$220K ﹤0.01%
+4,604
1138
$220K ﹤0.01%
+3,256
1139
$220K ﹤0.01%
10,023
+48
1140
$220K ﹤0.01%
+9,070
1141
$219K ﹤0.01%
2,751
+226
1142
$219K ﹤0.01%
+4,828
1143
$218K ﹤0.01%
57,358
+30,533
1144
$218K ﹤0.01%
+1,413
1145
$217K ﹤0.01%
1,153
-43
1146
$217K ﹤0.01%
+8,286
1147
$217K ﹤0.01%
10,500
-4,000
1148
$216K ﹤0.01%
+2,848
1149
$214K ﹤0.01%
1,856
-18
1150
$212K ﹤0.01%
+3,311
44 45
46
47 48