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
326
$335K 0.05%
1,745
+430
327
$335K 0.05%
1,606
-105
328
$335K 0.05%
5,409
+693
329
$335K 0.05%
1,869
+2
330
$330K 0.05%
6,002
-984
331
$328K 0.05%
+2,519
332
$328K 0.05%
4,610
-108
333
$328K 0.05%
23,770
-3,139
334
$328K 0.05%
+2,157
335
$327K 0.04%
+2,662
336
$327K 0.04%
2,072
+858
337
$323K 0.04%
4,549
+769
338
$323K 0.04%
9,053
-1,627
339
$320K 0.04%
+526
340
$319K 0.04%
5,295
+534
341
$317K 0.04%
1,393
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342
$317K 0.04%
21,473
+3,973
343
$316K 0.04%
+3,571
344
$308K 0.04%
+10,148
345
$306K 0.04%
6,009
+1,738
346
$306K 0.04%
+4,044
347
$305K 0.04%
1,189
+226
348
$305K 0.04%
2,846
-50
349
$302K 0.04%
2,680
+338
350
$297K 0.04%
7,970
12 13
14
15 16