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
1126
$250K ﹤0.01%
722
-490
1127
$250K ﹤0.01%
+2,497
1128
$248K ﹤0.01%
3,330
+74
1129
$247K ﹤0.01%
28,490
+565
1130
$247K ﹤0.01%
1,792
+100
1131
$246K ﹤0.01%
508
+3
1132
$245K ﹤0.01%
2,732
+1
1133
$244K ﹤0.01%
10,880
-8,425
1134
$244K ﹤0.01%
2,874
+13
1135
$243K ﹤0.01%
+36,738
1136
$243K ﹤0.01%
601
+34
1137
$243K ﹤0.01%
4,920
-217
1138
$243K ﹤0.01%
+6,350
1139
$243K ﹤0.01%
738
-16
1140
$242K ﹤0.01%
+7,530
1141
$242K ﹤0.01%
12,638
+2,289
1142
$242K ﹤0.01%
561
-5
1143
$241K ﹤0.01%
+5,178
1144
$241K ﹤0.01%
12,355
+1,477
1145
$240K ﹤0.01%
3,507
1146
$239K ﹤0.01%
8,283
-3
1147
$239K ﹤0.01%
3,252
-252
1148
$239K ﹤0.01%
26,258
+306
1149
$237K ﹤0.01%
14,173
+366
1150
$237K ﹤0.01%
1,915
44 45
46
47 48