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
26
$5.27M 0.72%
86,300
+680
27
$5.01M 0.69%
37,620
+5,160
28
$4.95M 0.68%
98,070
+5,642
29
$4.85M 0.66%
5,785
+750
30
$4.74M 0.65%
40,803
+1,704
31
$4.65M 0.64%
10,342
+671
32
$4.63M 0.63%
202,712
+10,108
33
$4.47M 0.61%
103,867
+59,397
34
$4.36M 0.6%
235,624
+11,360
35
$4.35M 0.6%
89,630
+9,540
36
$4.27M 0.58%
31,518
+1,930
37
$4.18M 0.57%
35,929
-1,154
38
$3.87M 0.53%
16,053
+5,168
39
$3.69M 0.51%
6,453
+332
40
$3.63M 0.5%
49,175
+2,012
41
$3.61M 0.49%
49,073
+5,137
42
$3.27M 0.45%
107,384
+6,634
43
$3.08M 0.42%
58,565
-3,200
44
$3.05M 0.42%
11,728
+1,133
45
$2.96M 0.41%
55,632
+27,950
46
$2.95M 0.4%
39,236
+20,738
47
$2.88M 0.4%
10,635
+3,527
48
$2.87M 0.39%
5,961
+2,759
49
$2.79M 0.38%
35,578
+9,783
50
$2.74M 0.38%
37,869
+48
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