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
1151
$212K ﹤0.01%
807
-260
1152
$212K ﹤0.01%
11,366
+292
1153
$212K ﹤0.01%
16,866
+825
1154
$211K ﹤0.01%
+5,253
1155
$210K ﹤0.01%
+7,926
1156
$209K ﹤0.01%
+2,068
1157
$209K ﹤0.01%
+4,016
1158
$209K ﹤0.01%
10,878
+311
1159
$209K ﹤0.01%
13,807
+651
1160
$209K ﹤0.01%
+8,922
1161
$208K ﹤0.01%
+593
1162
$207K ﹤0.01%
5,975
-259
1163
$207K ﹤0.01%
+5,000
1164
$206K ﹤0.01%
+7,965
1165
$206K ﹤0.01%
4,010
-2,195
1166
$206K ﹤0.01%
+2,243
1167
$205K ﹤0.01%
3,342
-1,032
1168
$205K ﹤0.01%
+2,189
1169
$204K ﹤0.01%
+1,035
1170
$204K ﹤0.01%
16,640
-49,895
1171
$204K ﹤0.01%
+580
1172
$203K ﹤0.01%
+3,100
1173
$202K ﹤0.01%
+1,505
1174
$202K ﹤0.01%
+2,600
1175
$202K ﹤0.01%
2,519
-1,080
45 46
47
48 49