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
251
$545K 0.07%
1,294
-59
252
$544K 0.07%
1,413
+228
253
$542K 0.07%
+1,276
254
$542K 0.07%
11,887
+5,032
255
$538K 0.07%
+2,789
256
$533K 0.07%
+3,184
257
$533K 0.07%
+2,551
258
$532K 0.07%
+25,902
259
$531K 0.07%
30,648
+522
260
$520K 0.07%
8,369
+1,925
261
$517K 0.07%
6,682
-1,860
262
$513K 0.07%
+11,812
263
$511K 0.07%
6,187
+217
264
$511K 0.07%
2,067
+1,026
265
$503K 0.07%
+18,000
266
$503K 0.07%
13,553
+5,491
267
$497K 0.07%
43,983
-600
268
$496K 0.07%
2,956
+466
269
$494K 0.07%
+4,146
270
$493K 0.07%
+3,851
271
$492K 0.07%
+29,392
272
$491K 0.07%
2,052
+1,024
273
$489K 0.07%
14,847
-8,773
274
$483K 0.07%
1,508
+607
275
$481K 0.07%
5,304
-1,433
9 10
11
12 13