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
301
$405K 0.06%
30,474
+17,074
302
$398K 0.05%
34,813
+3,890
303
$391K 0.05%
15,640
-684
304
$389K 0.05%
+6,383
305
$388K 0.05%
+17,500
306
$385K 0.05%
+6,568
307
$383K 0.05%
+33,923
308
$380K 0.05%
1,659
+627
309
$371K 0.05%
5,081
+1,994
310
$369K 0.05%
15,343
-1,267
311
$368K 0.05%
+3,061
312
$364K 0.05%
5,187
+212
313
$361K 0.05%
46,900
314
$358K 0.05%
+12,500
315
$358K 0.05%
+5,112
316
$356K 0.05%
2,598
+251
317
$355K 0.05%
4,188
+904
318
$354K 0.05%
6,837
+2,310
319
$353K 0.05%
+4,316
320
$348K 0.05%
3,973
-59
321
$347K 0.05%
+4,269
322
$346K 0.05%
7,519
+1,072
323
$343K 0.05%
+22,574
324
$340K 0.05%
+957
325
$337K 0.05%
542
+90
11 12
13
14 15