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
426
$210K 0.03%
15,772
+4,417
427
$209K 0.03%
+2,349
428
$209K 0.03%
336
+5
429
$208K 0.03%
+1,889
430
$206K 0.03%
2,555
+19
431
$206K 0.03%
4,283
-10,262
432
$205K 0.03%
514
+83
433
$205K 0.03%
+7,800
434
$204K 0.03%
6,132
-6,623
435
$204K 0.03%
+4,308
436
$204K 0.03%
1,606
+232
437
$203K 0.03%
+608
438
$202K 0.03%
645
+121
439
$201K 0.03%
+1,161
440
$200K 0.03%
+1,276
441
$193K 0.03%
+12,267
442
$182K 0.02%
+12,220
443
$179K 0.02%
33,409
444
$178K 0.02%
1,090
+450
445
$175K 0.02%
+12,716
446
$157K 0.02%
+129
447
$157K 0.02%
+14,735
448
$149K 0.02%
293
+3
449
$134K 0.02%
+58
450
$133K 0.02%
+3,000
16 17
18
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