AWM

Apollon Wealth Management Portfolio holdings

AUM $5.77B
1-Year Est. Return 20.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.06B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$7.87M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.13M

Top Sells

1
+$16.3M
2
+$14.4M
3
+$12.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.89M
5
FISV
Fiserv Inc
FISV
+$6.72M

Sector Composition

1 Technology 19.08%
2 Financials 8.49%
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
126
$7.81M 0.15%
85,084
+11,705
127
$7.75M 0.15%
326,727
+4,139
128
$7.7M 0.15%
786,903
-8,262
129
$7.66M 0.15%
113,581
+5,375
130
$7.48M 0.15%
409,908
-3,175
131
$7.42M 0.15%
36,241
-2,288
132
$7.34M 0.14%
59,155
-3,167
133
$7.31M 0.14%
129,513
+22,107
134
$7.22M 0.14%
71,834
+27,166
135
$7.22M 0.14%
32,519
-1,526
136
$7.19M 0.14%
14,112
+749
137
$7.17M 0.14%
72,565
-4,546
138
$7.16M 0.14%
90,487
-2,160
139
$7.09M 0.14%
13,945
+811
140
$6.96M 0.14%
43,719
+792
141
$6.94M 0.14%
8,656
+88
142
$6.92M 0.14%
39,942
-397
143
$6.75M 0.13%
276,008
-60,128
144
$6.72M 0.13%
210,325
+135,486
145
$6.67M 0.13%
106,521
+75,829
146
$6.6M 0.13%
31,786
-4,477
147
$6.57M 0.13%
221,855
+22,879
148
$6.54M 0.13%
18,307
-12,755
149
$6.3M 0.12%
78,652
-1,785
150
$6.3M 0.12%
21,742
+498
4 5
6
7 8