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
$5.06B
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
1251
$35K ﹤0.01%
10,030
1252
$35K ﹤0.01%
25,000
1253
$33.6K ﹤0.01%
1,592
-219
1254
$33.2K ﹤0.01%
+10,000
1255
$32.5K ﹤0.01%
21,793
+933
1256
$28.7K ﹤0.01%
13,000
1257
$27.6K ﹤0.01%
10,104
1258
$27.2K ﹤0.01%
+3,600
1259
$25.5K ﹤0.01%
21,646
1260
$25K ﹤0.01%
+10,000
1261
$21.4K ﹤0.01%
13,450
1262
$20.3K ﹤0.01%
16,628
1263
$16.1K ﹤0.01%
10,716
1264
$15.2K ﹤0.01%
+38,121
1265
$14.2K ﹤0.01%
3,437
1266
$13.9K ﹤0.01%
+11,543
1267
$13.7K ﹤0.01%
+100,000
1268
$12.8K ﹤0.01%
24,757
1269
$9.84K ﹤0.01%
10,000
-29
1270
$7.12K ﹤0.01%
11,892
-15,259
1271
$4.37K ﹤0.01%
+13,875
1272
$3.02K ﹤0.01%
10,000
1273
– –
-36,528
1274
– –
-25,007
1275
– –
-16,009
49 50
51
52 53