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
1176
$224K ﹤0.01%
4,385
-219
1177
$224K ﹤0.01%
+859
1178
$224K ﹤0.01%
+6,175
1179
$224K ﹤0.01%
+2,215
1180
$224K ﹤0.01%
+1,108
1181
$223K ﹤0.01%
+2,014
1182
$223K ﹤0.01%
5,531
-444
1183
$221K ﹤0.01%
3,322
+11
1184
$221K ﹤0.01%
10,070
+47
1185
$221K ﹤0.01%
3,587
-269
1186
$220K ﹤0.01%
581
+1
1187
$219K ﹤0.01%
7,965
1188
$219K ﹤0.01%
17,355
+489
1189
$219K ﹤0.01%
7,174
-113
1190
$219K ﹤0.01%
11,933
-2,815
1191
$218K ﹤0.01%
31,980
1192
$218K ﹤0.01%
416
-9
1193
$217K ﹤0.01%
9,070
1194
$217K ﹤0.01%
10,825
-3,210
1195
$216K ﹤0.01%
698
-188
1196
$216K ﹤0.01%
17,564
+924
1197
$216K ﹤0.01%
5,000
1198
$215K ﹤0.01%
22,680
-42,896
1199
$215K ﹤0.01%
+2,656
1200
$215K ﹤0.01%
+1,512
46 47
48
49 50