AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.77B
1-Year Est. Return
20.8%
This Fund
S&P 500
1 Year Est. Return
+20.8%
AUM
$5.62B
AUM Growth
+$557M
(+11%)
Holding
1,383
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 | 19.92% |
| 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 | |
|---|---|---|---|---|---|---|
1376
CF Industries
CF
$14.7B
| – | – |
-2,409
|
|
||
|
BSCP
1377
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-10,500
|
|
||
1378
Blink Charging
BLNK
$110M
| – | – |
-50,100
|
|
||
1379
2x Bitcoin Strategy ETF
BITX
$1.27B
| – | – |
-4,075
|
|
||
1380
BHP
BHP
$184B
| – | – |
-10,334
|
|
||
1381
BigBear.ai
BBAI
$2.56B
| – | – |
-52,050
|
|
||
|
ANSS
1382
DELISTED
Ansys
ANSS
| – | – |
-1,561
|
|
||
1383
Align Technology
ALGN
$11.6B
| – | – |
-3,719
|
|