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
1226
$202K ﹤0.01%
+1,011
1227
$201K ﹤0.01%
+920
1228
$201K ﹤0.01%
4,839
-2,460
1229
$200K ﹤0.01%
+3,110
1230
$195K ﹤0.01%
+10,385
1231
$193K ﹤0.01%
60,064
+20,064
1232
$193K ﹤0.01%
13,605
+2,719
1233
$192K ﹤0.01%
17,956
1234
$192K ﹤0.01%
14,172
+368
1235
$191K ﹤0.01%
21,329
-981
1236
$185K ﹤0.01%
22,504
+329
1237
$183K ﹤0.01%
10,541
-318
1238
$180K ﹤0.01%
15,804
1239
$177K ﹤0.01%
13,737
+122
1240
$176K ﹤0.01%
18,365
1241
$174K ﹤0.01%
+10,110
1242
$172K ﹤0.01%
39,532
+23,833
1243
$166K ﹤0.01%
11,845
+1,747
1244
$163K ﹤0.01%
+13,122
1245
$160K ﹤0.01%
11,095
1246
$158K ﹤0.01%
+12,612
1247
$155K ﹤0.01%
11,000
-60
1248
$153K ﹤0.01%
12,377
1249
$148K ﹤0.01%
20,483
+5,558
1250
$146K ﹤0.01%
46,639
-9,178
48 49
50
51 52