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
451
$132K 0.02%
+2,688
452
$122K 0.02%
+12,500
453
$119K 0.02%
11,893
+208
454
$105K 0.01%
+535
455
$102K 0.01%
+1,541
456
$101K 0.01%
18
+4
457
$100K 0.01%
+10,200
458
$91K 0.01%
3,400
459
$76K 0.01%
+890
460
$73K 0.01%
+20,613
461
$69K 0.01%
+750
462
$59K 0.01%
+10,000
463
$49K 0.01%
+20,160
464
$45K 0.01%
+10,000
465
$30K ﹤0.01%
+500
466
$28K ﹤0.01%
+493
467
$25K ﹤0.01%
+55
468
$21K ﹤0.01%
+10,000
469
$15K ﹤0.01%
+29
470
$11K ﹤0.01%
+400
471
– –
-5,051
472
– –
-11,000
473
– –
-8,000
474
– –
-1,413
475
– –
-3,259
16 17 18
19
20