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
1176
$202K ﹤0.01%
+7,287
1177
$202K ﹤0.01%
+5,000
1178
$201K ﹤0.01%
+1,403
1179
$200K ﹤0.01%
8,463
-2,288
1180
$199K ﹤0.01%
11,060
+28
1181
$195K ﹤0.01%
14,000
1182
$195K ﹤0.01%
21,832
+400
1183
$191K ﹤0.01%
11,401
-53
1184
$185K ﹤0.01%
17,956
1185
$183K ﹤0.01%
13,615
1186
$181K ﹤0.01%
+10,349
1187
$179K ﹤0.01%
+19,520
1188
$178K ﹤0.01%
13,804
+790
1189
$178K ﹤0.01%
22,175
+330
1190
$175K ﹤0.01%
16,667
+2,703
1191
$174K ﹤0.01%
18,365
1192
$173K ﹤0.01%
32,140
+21,080
1193
$173K ﹤0.01%
15,804
1194
$171K ﹤0.01%
+15,149
1195
$160K ﹤0.01%
27,059
+1,695
1196
$159K ﹤0.01%
14,942
+19
1197
$158K ﹤0.01%
13,767
-606
1198
$157K ﹤0.01%
12,377
1199
$154K ﹤0.01%
+11,095
1200
$154K ﹤0.01%
10,886
+514
46 47
48
49 50