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
176
$5.95M 0.11%
31,368
-503
177
$5.87M 0.1%
11,756
+333
178
$5.83M 0.1%
22,729
+1,263
179
$5.83M 0.1%
58,134
+4,062
180
$5.8M 0.1%
153,275
+101,157
181
$5.7M 0.1%
147,744
-2,538
182
$5.63M 0.1%
45,497
+2,956
183
$5.6M 0.1%
16,848
+589
184
$5.54M 0.1%
211,990
+142,336
185
$5.48M 0.1%
26,788
-675
186
$5.46M 0.1%
7,062
+464
187
$5.45M 0.1%
12,903
-235
188
$5.4M 0.1%
18,390
+3,381
189
$5.36M 0.1%
38,056
+422
190
$5.35M 0.1%
80,985
-1,712
191
$5.31M 0.09%
31,741
+5,690
192
$5.28M 0.09%
24,457
+761
193
$5.27M 0.09%
25,666
-566
194
$5.26M 0.09%
21,362
+696
195
$5.24M 0.09%
25,101
-205
196
$5.2M 0.09%
190,458
-11,649
197
$5.16M 0.09%
36,638
+2,712
198
$5.14M 0.09%
8,443
+737
199
$5.13M 0.09%
116,768
+1,267
200
$5.13M 0.09%
35,469
+1,005
6 7
8
9 10