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
376
$259K 0.04%
1,251
-105
377
$256K 0.04%
384
-1,005
378
$256K 0.04%
+7,603
379
$255K 0.03%
+14,365
380
$255K 0.03%
+3,746
381
$254K 0.03%
5,000
-6,000
382
$253K 0.03%
3,947
+1,115
383
$251K 0.03%
+1,139
384
$251K 0.03%
+2,671
385
$251K 0.03%
1,523
+145
386
$250K 0.03%
12,583
-2,007
387
$249K 0.03%
+2,600
388
$248K 0.03%
+1,490
389
$247K 0.03%
+16,334
390
$244K 0.03%
947
+184
391
$244K 0.03%
821
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392
$243K 0.03%
+14,046
393
$242K 0.03%
2,139
+46
394
$242K 0.03%
1,383
+315
395
$242K 0.03%
+5,250
396
$240K 0.03%
3,311
-267
397
$240K 0.03%
+8,249
398
$236K 0.03%
+865
399
$235K 0.03%
+2,950
400
$235K 0.03%
4,414
-986
14 15
16
17 18