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
126
$8.92M 0.16%
148,532
+11,553
127
$8.77M 0.16%
54,050
-9,400
128
$8.66M 0.15%
26,033
+11,613
129
$8.45M 0.15%
83,875
+12,041
130
$8.4M 0.15%
126,685
-5,327
131
$8.25M 0.15%
27,421
+4,107
132
$8.21M 0.15%
8,485
-171
133
$8.16M 0.15%
86,149
+1,065
134
$8.14M 0.14%
32,377
-142
135
$7.98M 0.14%
201,888
+147,649
136
$7.94M 0.14%
25,995
+5,285
137
$7.92M 0.14%
331,891
+5,164
138
$7.86M 0.14%
407,697
-2,211
139
$7.8M 0.14%
132,793
+3,280
140
$7.73M 0.14%
772,510
-14,393
141
$7.64M 0.14%
41,520
+770
142
$7.56M 0.13%
267,788
-7,186
143
$7.54M 0.13%
120,172
+13,651
144
$7.53M 0.13%
216,923
+159,324
145
$7.53M 0.13%
34,889
-1,352
146
$7.49M 0.13%
89,284
-1,203
147
$7.42M 0.13%
30,105
-2,446
148
$7.42M 0.13%
15,139
+1,027
149
$7.38M 0.13%
44,334
+615
150
$7.17M 0.13%
21,027
+113
4 5
6
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