AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.62B
1-Year Est. Return
20.15%
1 Year Est. Return
+20.15%
AUM
$5.06B
AUM Growth
+$519M
(+11%)
Holding
1,338
Top Buys
| 1 | +$15.8M | |
| 2 | +$13.5M | |
| 3 | +$11.8M | |
| 4 |
IBM
IBM
|
+$9M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$7.76M |
Top Sells
| 1 | +$16.4M | |
| 2 | +$14.8M | |
| 3 | +$13M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$8.09M |
| 5 |
Fiserv
FI
|
+$6.39M |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Financials | 8.48% |
| 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 | |
|---|---|---|---|---|---|---|
1326
Fulton Financial
FULT
$3.11B
| – | – |
-11,191
|
|
||
1327
Edison International
EIX
$21.8B
| – | – |
-3,649
|
|
||
1328
Encompass Health
EHC
$12.5B
| – | – |
-3,807
|
|
||
1329
Domino's
DPZ
$14.1B
| – | – |
-566
|
|
||
1330
Global X SuperDividend US ETF
DIV
$628M
| – | – |
-25,998
|
|
||
|
DFS
1331
DELISTED
Discover Financial Services
DFS
| – | – |
-4,089
|
|
||
1332
Compass Diversified
CODI
$549M
| – | – |
-14,469
|
|
||
1333
Alpha Architect 1-3 Month Box ETF
BOXX
$8.11B
| – | – |
-1,967
|
|
||
1334
BJs Wholesale Club
BJ
$12.4B
| – | – |
-2,076
|
|
||
1335
Brown-Forman Class B
BF.B
$13.6B
| – | – |
-18,083
|
|
||
1336
Apple Hospitality REIT
APLE
$2.74B
| – | – |
-16,009
|
|
||
|
AGEN
1337
Agenus
AGEN
$124M
| – | – |
-25,007
|
|
||
1338
Archer Aviation
ACHR
$7.25B
| – | – |
-36,528
|
|