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
1226
$85.1K ﹤0.01%
14,184
1227
$84.4K ﹤0.01%
11,950
1228
$82.5K ﹤0.01%
10,057
-330
1229
$81.9K ﹤0.01%
12,194
-344
1230
$77.7K ﹤0.01%
42,929
+2,692
1231
$72.6K ﹤0.01%
21,172
-274
1232
$71K ﹤0.01%
10,431
1233
$67.3K ﹤0.01%
15,699
+34
1234
$66.6K ﹤0.01%
38,280
1235
$57.5K ﹤0.01%
16,340
1236
$56K ﹤0.01%
29,000
1237
$53.9K ﹤0.01%
18,784
1238
$51.7K ﹤0.01%
14,400
1239
$51.3K ﹤0.01%
133,500
1240
$50.4K ﹤0.01%
+10,000
1241
$48.7K ﹤0.01%
12,611
1242
$48.6K ﹤0.01%
37,120
+144
1243
$48.5K ﹤0.01%
20,000
+2,811
1244
$47.4K ﹤0.01%
+10,990
1245
$47.1K ﹤0.01%
50,100
1246
$46.1K ﹤0.01%
10,532
-21,000
1247
$40.8K ﹤0.01%
16,515
-3,283
1248
$36.9K ﹤0.01%
13,750
1249
$36.7K ﹤0.01%
19,600
1250
$36K ﹤0.01%
14,277
48 49
50
51 52