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
101
$11M 0.2%
346,169
+36,973
102
$11M 0.2%
43,435
-1,233
103
$11M 0.2%
416,487
+140,479
104
$10.9M 0.19%
58,487
-2,059
105
$10.9M 0.19%
201,125
+142,839
106
$10.9M 0.19%
23,820
+3,749
107
$10.6M 0.19%
44,678
+2,749
108
$10.5M 0.19%
175,942
+912
109
$10.5M 0.19%
62,655
-167
110
$10.2M 0.18%
22,837
-2,046
111
$9.93M 0.18%
41,680
+1,042
112
$9.91M 0.18%
108,047
+50,249
113
$9.59M 0.17%
185,886
-1,184
114
$9.58M 0.17%
113,915
+7,021
115
$9.45M 0.17%
25,552
+90
116
$9.38M 0.17%
93,724
-10,571
117
$9.34M 0.17%
13,669
+708
118
$9.33M 0.17%
75,428
+2,863
119
$9.33M 0.17%
199,770
+6,138
120
$9.31M 0.17%
211,885
+129,587
121
$9.28M 0.17%
33,225
+7,360
122
$9.25M 0.16%
180,981
+1,654
123
$9.18M 0.16%
19,593
-152
124
$8.96M 0.16%
355,780
+2,558
125
$8.94M 0.16%
231,972
+10,117
3 4
5
6 7