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
151
$7.07M 0.13%
148,719
+99,702
152
$7.04M 0.13%
134,695
+27,056
153
$7.01M 0.12%
18,735
+428
154
$7M 0.12%
89,345
+52,745
155
$6.94M 0.12%
14,307
+2,154
156
$6.93M 0.12%
64,269
-2,507
157
$6.82M 0.12%
59,548
+393
158
$6.8M 0.12%
120,338
+1,923
159
$6.7M 0.12%
107,257
-6,324
160
$6.66M 0.12%
28,096
-785
161
$6.63M 0.12%
14,493
+548
162
$6.6M 0.12%
196,714
-24,270
163
$6.5M 0.12%
36,350
+2,055
164
$6.47M 0.12%
44,400
-263
165
$6.43M 0.11%
63,319
+5,348
166
$6.41M 0.11%
46,532
+29
167
$6.35M 0.11%
51,262
+4,305
168
$6.3M 0.11%
75,134
-3,518
169
$6.25M 0.11%
22,148
+406
170
$6.2M 0.11%
242,807
+69,011
171
$6.11M 0.11%
186,333
+618
172
$6.06M 0.11%
30,947
-8,995
173
$6.04M 0.11%
30,765
+10,542
174
$5.99M 0.11%
32,625
+839
175
$5.98M 0.11%
21,193
-33
5 6
7
8 9