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
276
$478K 0.07%
47,157
277
$478K 0.07%
+2,381
278
$478K 0.07%
3,857
-3,784
279
$477K 0.07%
1,974
280
$477K 0.07%
3,898
+537
281
$473K 0.06%
1,972
+1,005
282
$473K 0.06%
+9,568
283
$461K 0.06%
3,611
+115
284
$460K 0.06%
+6,870
285
$457K 0.06%
1,586
+292
286
$456K 0.06%
+4,842
287
$455K 0.06%
4,059
-44
288
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5,050
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289
$453K 0.06%
9,723
-4,925
290
$452K 0.06%
6,758
+2,703
291
$450K 0.06%
+2,433
292
$448K 0.06%
2,702
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293
$447K 0.06%
6,134
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294
$446K 0.06%
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295
$445K 0.06%
+6,559
296
$438K 0.06%
1,839
+318
297
$428K 0.06%
11,432
+242
298
$420K 0.06%
3,735
+904
299
$418K 0.06%
+176
300
$405K 0.06%
6,966
+482
10 11
12
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