AWM
Apollon Wealth Management Portfolio holdings
AUM
$5.06B
1-Year Return
17.88%
This Quarter Return
+0.18%
1 Year Return
+17.88%
3 Year Return
+71.27%
5 Year Return
+120.61%
10 Year Return
–
AUM
$730M
AUM Growth
+$170M
(+30%)
Cap. Flow
+$170M
Cap. Flow
% of AUM
23.35%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
495
New
133
Increased
245
Reduced
78
Closed
24
Top Buys
| 1 |
Amazon
AMZN
|
$10M |
| 2 |
Microsoft
MSFT
|
$9.4M |
| 3 |
Apple
AAPL
|
$5M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.35M |
| 5 |
Johnson & Johnson
JNJ
|
$3.3M |
Top Sells
| 1 |
VeriSign
VRSN
|
$742K |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$703K |
| 3 |
Align Technology
ALGN
|
$670K |
| 4 |
DraftKings
DKNG
|
$494K |
| 5 |
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% |
