AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.62B
1-Year Est. Return
20.15%
1 Year Est. Return
+20.15%
AUM
$5.62B
AUM Growth
+$557M
(+11%)
Holding
1,384
Top Buys
| 1 | +$7.74M | |
| 2 | +$7.66M | |
| 3 | +$7.35M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$6.57M |
| 5 |
Capital Group Core Equity ETF
CGUS
|
+$5.84M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$9.31M | |
| 3 | +$4.03M | |
| 4 |
Apple
AAPL
|
+$2.75M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.77M |
Sector Composition
| 1 | Technology | 19.93% |
| 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 | |
|---|---|---|---|---|---|---|
1376
First Trust Long Duration Opportunities ETF
LGOV
$670M
| – | – |
-15,949
|
|
||
1377
LiveOne
LVO
$51.9M
| – | – |
-3,600
|
|
||
1378
Mine Safety
MSA
$6.46B
| – | – |
-3,171
|
|
||
1379
BlackRock MuniHoldings Quality Fund II
MUE
$221M
| – | – |
-11,483
|
|
||
1380
MaxLinear
MXL
$1.48B
| – | – |
-10,013
|
|
||
1381
NIO
NIO
$16.6B
| – | – |
-21,172
|
|
||
|
PHT
1382
DELISTED
Pioneer High Income Fund
PHT
| – | – |
-14,225
|
|
||
1383
Palomar
PLMR
$3.07B
| – | – |
-1,413
|
|