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
1201
$214K ﹤0.01%
40,606
+8,466
1202
$214K ﹤0.01%
+1,415
1203
$214K ﹤0.01%
3,100
1204
$213K ﹤0.01%
16,184
-483
1205
$213K ﹤0.01%
+401
1206
$212K ﹤0.01%
9,172
-6,537
1207
$211K ﹤0.01%
1,542
-170
1208
$211K ﹤0.01%
5,000
1209
$210K ﹤0.01%
+4,255
1210
$210K ﹤0.01%
728
-440
1211
$209K ﹤0.01%
2,274
-65
1212
$208K ﹤0.01%
+1,153
1213
$208K ﹤0.01%
+4,973
1214
$208K ﹤0.01%
2,739
-12
1215
$206K ﹤0.01%
1,446
-59
1216
$206K ﹤0.01%
+7,408
1217
$206K ﹤0.01%
4,158
-749
1218
$206K ﹤0.01%
+2,982
1219
$205K ﹤0.01%
10,500
-4,000
1220
$205K ﹤0.01%
+1,155
1221
$204K ﹤0.01%
2,600
1222
$204K ﹤0.01%
+4,714
1223
$204K ﹤0.01%
+2,041
1224
$202K ﹤0.01%
14,000
1225
$202K ﹤0.01%
+2,021
47 48
49
50 51