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
401
$234K 0.03%
+1,769
402
$232K 0.03%
875
-5
403
$232K 0.03%
10,219
-165
404
$232K 0.03%
1,338
-156
405
$231K 0.03%
+5,000
406
$229K 0.03%
+2,915
407
$228K 0.03%
+2,119
408
$228K 0.03%
+1,884
409
$228K 0.03%
+785
410
$227K 0.03%
+3,786
411
$226K 0.03%
+1,239
412
$225K 0.03%
+9,016
413
$224K 0.03%
+8,102
414
$224K 0.03%
500
415
$223K 0.03%
+1,856
416
$222K 0.03%
8,000
417
$221K 0.03%
+2,249
418
$219K 0.03%
+3,246
419
$219K 0.03%
+1,392
420
$218K 0.03%
+3,630
421
$217K 0.03%
10,800
422
$214K 0.03%
+10,000
423
$214K 0.03%
+1,914
424
$212K 0.03%
7,289
+421
425
$211K 0.03%
+833
15 16
17
18 19