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
1201
$152K ﹤0.01%
+10,098
1202
$147K ﹤0.01%
55,817
-3,953
1203
$143K ﹤0.01%
21,059
+692
1204
$142K ﹤0.01%
+10,013
1205
$142K ﹤0.01%
12,830
+204
1206
$138K ﹤0.01%
15,934
+1,340
1207
$136K ﹤0.01%
12,050
1208
$136K ﹤0.01%
40,000
1209
$127K ﹤0.01%
19,457
+22
1210
$126K ﹤0.01%
10,398
-5,400
1211
$123K ﹤0.01%
+14,871
1212
$121K ﹤0.01%
31,980
1213
$120K ﹤0.01%
16,850
+79
1214
$115K ﹤0.01%
14,225
1215
$113K ﹤0.01%
24,201
+41
1216
$110K ﹤0.01%
11,483
1217
$107K ﹤0.01%
+10,714
1218
$105K ﹤0.01%
10,250
1219
$104K ﹤0.01%
20,500
-3,000
1220
$97.8K ﹤0.01%
+14,925
1221
$93.4K ﹤0.01%
11,200
-58,213
1222
$92K ﹤0.01%
25,206
+21
1223
$91.8K ﹤0.01%
15,832
-322
1224
$91.2K ﹤0.01%
42,800
1225
$88.6K ﹤0.01%
15,222
+52
47 48
49
50 51