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
1251
$144K ﹤0.01%
8,327
+4,890
1252
$141K ﹤0.01%
3,457
-13,167
1253
$141K ﹤0.01%
12,050
1254
$137K ﹤0.01%
11,257
-109
1255
$136K ﹤0.01%
+17,508
1256
$135K ﹤0.01%
46,271
+3,342
1257
$131K ﹤0.01%
17,046
-7,711
1258
$129K ﹤0.01%
+10,600
1259
$129K ﹤0.01%
19,479
+22
1260
$127K ﹤0.01%
10,398
1261
$126K ﹤0.01%
16,721
-129
1262
$124K ﹤0.01%
+12,575
1263
$120K ﹤0.01%
10,374
-14,689
1264
$119K ﹤0.01%
25,206
1265
$114K ﹤0.01%
20,000
+10,000
1266
$106K ﹤0.01%
13,722
-2,212
1267
$104K ﹤0.01%
10,257
+200
1268
$104K ﹤0.01%
10,250
1269
$95.4K ﹤0.01%
11,200
1270
$94.9K ﹤0.01%
65,018
+48,390
1271
$93.6K ﹤0.01%
+23,586
1272
$93K ﹤0.01%
15,271
+49
1273
$92.8K ﹤0.01%
15,832
1274
$88.2K ﹤0.01%
42,800
1275
$87.9K ﹤0.01%
14,184
49 50
51
52 53