AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
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
+$7.74M
2
+$7.66M
3
+$7.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.57M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$5.84M

Top Sells

1
+$10.6M
2
+$9.31M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$2.75M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.77M

Sector Composition

1 Technology 19.93%
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
BRO icon
1151
Brown & Brown
BRO
$27.2B
$237K ﹤0.01%
2,529
-83
INMU icon
1152
BlackRock Intermediate Muni Income Bond ETF
INMU
$216M
$237K ﹤0.01%
9,900
DUOL icon
1153
Duolingo
DUOL
$8.57B
$235K ﹤0.01%
731
-436
GNRC icon
1154
Generac Holdings
GNRC
$9.34B
$235K ﹤0.01%
1,403
APA icon
1155
APA Corp
APA
$9.56B
$234K ﹤0.01%
+9,655
EXPE icon
1156
Expedia Group
EXPE
$32.2B
$234K ﹤0.01%
+1,094
VTRS icon
1157
Viatris
VTRS
$12.5B
$234K ﹤0.01%
23,603
+1,771
PKB icon
1158
Invesco Building & Construction ETF
PKB
$287M
$233K ﹤0.01%
+2,442
WSM icon
1159
Williams-Sonoma
WSM
$21.3B
$233K ﹤0.01%
+1,191
IP icon
1160
International Paper
IP
$20.7B
$231K ﹤0.01%
4,989
-1,755
EINC icon
1161
VanEck Energy Income ETF
EINC
$72.1M
$231K ﹤0.01%
2,333
-3
FMAR icon
1162
FT Vest US Equity Buffer ETF March
FMAR
$928M
$231K ﹤0.01%
4,983
-3,847
OSCR icon
1163
Oscar Health
OSCR
$4.92B
$231K ﹤0.01%
+12,208
PPA icon
1164
Invesco Aerospace & Defense ETF
PPA
$6.49B
$231K ﹤0.01%
1,485
-136
WYNN icon
1165
Wynn Resorts
WYNN
$13.7B
$231K ﹤0.01%
1,797
-392
FTEC icon
1166
Fidelity MSCI Information Technology Index ETF
FTEC
$16.9B
$230K ﹤0.01%
1,036
+1
WST icon
1167
West Pharmaceutical
WST
$20.5B
$230K ﹤0.01%
875
-160
AVY icon
1168
Avery Dennison
AVY
$13.6B
$229K ﹤0.01%
1,411
+138
VIOO icon
1169
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.09B
$229K ﹤0.01%
2,068
BMI icon
1170
Badger Meter
BMI
$5.25B
$227K ﹤0.01%
1,270
+188
LNT icon
1171
Alliant Energy
LNT
$17.1B
$226K ﹤0.01%
+3,356
HROW icon
1172
Harrow
HROW
$1.65B
$226K ﹤0.01%
+4,684
EXPD icon
1173
Expeditors International
EXPD
$19.8B
$226K ﹤0.01%
1,840
-489
AGNC icon
1174
AGNC Investment
AGNC
$11.2B
$225K ﹤0.01%
23,025
+3,505
IDV icon
1175
iShares International Select Dividend ETF
IDV
$6.44B
$224K ﹤0.01%
6,142
-4,916
45 46
47
48 49