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
1276
$83.8K ﹤0.01%
11,950
1277
$83.5K ﹤0.01%
+18,246
1278
$78.9K ﹤0.01%
18,784
1279
$78.5K ﹤0.01%
13,750
1280
$74K ﹤0.01%
25,000
1281
$73.5K ﹤0.01%
14,277
1282
$73.1K ﹤0.01%
+537
1283
$72.3K ﹤0.01%
+2,806
1284
$72.2K ﹤0.01%
39,000
+10,000
1285
$67.6K ﹤0.01%
38,280
1286
$66.1K ﹤0.01%
10,431
1287
$65.5K ﹤0.01%
105,500
-28,000
1288
$62.2K ﹤0.01%
+43,228
1289
$60.9K ﹤0.01%
14,400
1290
$60.1K ﹤0.01%
+30,530
1291
$57.4K ﹤0.01%
16,340
1292
$55.1K ﹤0.01%
10,875
-115
1293
$53.1K ﹤0.01%
22,793
+1,000
1294
$52.3K ﹤0.01%
1,051
1295
$49.5K ﹤0.01%
16,515
1296
$44.2K ﹤0.01%
20,021
+10,021
1297
$42.2K ﹤0.01%
21,646
1298
$39.3K ﹤0.01%
14,450
+1,000
1299
$39K ﹤0.01%
10,104
1300
$37.9K ﹤0.01%
20,030
+10,000
50 51
52
53 54