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
201
$5.04M 0.09%
23,325
+1,150
202
$4.98M 0.09%
24,801
-419
203
$4.94M 0.09%
287,784
-13,277
204
$4.92M 0.09%
43,235
-11,460
205
$4.83M 0.09%
8,097
-46
206
$4.79M 0.09%
171,813
+45,665
207
$4.78M 0.09%
35,716
+2,520
208
$4.78M 0.09%
50,258
-619
209
$4.77M 0.08%
51,079
+10,409
210
$4.7M 0.08%
10,142
-85
211
$4.61M 0.08%
181,052
-6,304
212
$4.59M 0.08%
132,441
+89,150
213
$4.54M 0.08%
222,457
-10,075
214
$4.5M 0.08%
21,501
+4,972
215
$4.49M 0.08%
30,801
+93
216
$4.46M 0.08%
72,074
-5,917
217
$4.45M 0.08%
12,718
+8,923
218
$4.41M 0.08%
121,897
-6,517
219
$4.4M 0.08%
46,240
+1,648
220
$4.4M 0.08%
10,427
+1,158
221
$4.36M 0.08%
12,349
-348
222
$4.36M 0.08%
17,726
+1,224
223
$4.34M 0.08%
60,821
+1,095
224
$4.33M 0.08%
97,938
-321
225
$4.25M 0.08%
57,888
-468
7 8
9
10 11