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
351
$294K 0.04%
732
+84
352
$293K 0.04%
1,666
+446
353
$292K 0.04%
+9,876
354
$290K 0.04%
399
+39
355
$290K 0.04%
+3,612
356
$289K 0.04%
+6,025
357
$288K 0.04%
+15,000
358
$287K 0.04%
1,221
359
$287K 0.04%
1,216
360
$284K 0.04%
891
+90
361
$283K 0.04%
+4,086
362
$282K 0.04%
2,212
-12
363
$281K 0.04%
629
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364
$279K 0.04%
+4,217
365
$279K 0.04%
+60,596
366
$278K 0.04%
+87,000
367
$278K 0.04%
10,234
-936
368
$276K 0.04%
+7,600
369
$276K 0.04%
+11,297
370
$267K 0.04%
+2,648
371
$266K 0.04%
11,090
+500
372
$264K 0.04%
+512
373
$262K 0.04%
11,630
+1,000
374
$261K 0.04%
+11,006
375
$261K 0.04%
+963
13 14
15
16 17