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
1151
$237K ﹤0.01%
2,529
-83
1152
$237K ﹤0.01%
9,900
1153
$235K ﹤0.01%
731
-436
1154
$235K ﹤0.01%
1,403
1155
$234K ﹤0.01%
+9,655
1156
$234K ﹤0.01%
+1,094
1157
$234K ﹤0.01%
23,603
+1,771
1158
$233K ﹤0.01%
+2,442
1159
$233K ﹤0.01%
+1,191
1160
$231K ﹤0.01%
4,989
-1,755
1161
$231K ﹤0.01%
2,333
-3
1162
$231K ﹤0.01%
4,983
-3,847
1163
$231K ﹤0.01%
+12,208
1164
$231K ﹤0.01%
1,485
-136
1165
$231K ﹤0.01%
1,797
-392
1166
$230K ﹤0.01%
1,036
+1
1167
$230K ﹤0.01%
875
-160
1168
$229K ﹤0.01%
1,411
+138
1169
$229K ﹤0.01%
2,068
1170
$227K ﹤0.01%
1,270
+188
1171
$226K ﹤0.01%
+3,356
1172
$226K ﹤0.01%
+4,684
1173
$226K ﹤0.01%
1,840
-489
1174
$225K ﹤0.01%
23,025
+3,505
1175
$224K ﹤0.01%
6,142
-4,916
45 46
47
48 49