AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.4M
3
+$5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.35M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.3M

Top Sells

1
+$742K
2
+$703K
3
+$670K
4
DKNG icon
DraftKings
DKNG
+$494K
5
AME icon
Ametek
AME
+$469K

Sector Composition

1 Technology 19.86%
2 Consumer Discretionary 11.04%
3 Financials 8.32%
4 Healthcare 7.28%
5 Communication Services 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$628K 0.09%
14,793
+451
227
$625K 0.09%
6,458
-2,111
228
$624K 0.09%
8,933
+4,362
229
$624K 0.09%
+3,188
230
$617K 0.08%
4,312
-432
231
$615K 0.08%
7,258
-501
232
$614K 0.08%
13,378
+375
233
$608K 0.08%
4,851
+941
234
$604K 0.08%
+20,508
235
$599K 0.08%
+10,024
236
$594K 0.08%
1,398
-361
237
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2,257
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238
$591K 0.08%
2,954
-159
239
$590K 0.08%
+17,004
240
$590K 0.08%
+2,006
241
$586K 0.08%
9,709
-2,734
242
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8,184
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243
$581K 0.08%
16,454
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244
$577K 0.08%
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245
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2,496
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246
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10,270
-1,344
247
$558K 0.08%
8,858
-3,366
248
$552K 0.08%
3,416
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249
$549K 0.08%
+29,898
250
$547K 0.08%
8,596
+298
8 9
10
11 12