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
51
$2.71M 0.37%
49,261
+60
52
$2.68M 0.37%
16,298
+13,439
53
$2.66M 0.36%
17,567
+3,054
54
$2.65M 0.36%
24,567
+10,118
55
$2.63M 0.36%
9,580
+579
56
$2.62M 0.36%
48,429
+22,348
57
$2.56M 0.35%
43,574
+25,069
58
$2.51M 0.34%
26,501
+21,086
59
$2.5M 0.34%
13,014
+6,688
60
$2.46M 0.34%
7,071
+761
61
$2.43M 0.33%
44,323
+15,939
62
$2.42M 0.33%
16,078
+3,915
63
$2.4M 0.33%
11,290
+2,012
64
$2.32M 0.32%
16,624
+8,781
65
$2.28M 0.31%
37,467
+11,970
66
$2.26M 0.31%
8,360
+1,812
67
$2.22M 0.3%
37,448
+28,366
68
$2.21M 0.3%
7,881
+261
69
$2.2M 0.3%
39,294
+12,906
70
$2.2M 0.3%
21,244
+7,677
71
$2.09M 0.29%
9,565
+1,165
72
$2.03M 0.28%
37,308
+20,534
73
$2.03M 0.28%
26,027
+148
74
$1.97M 0.27%
5,819
+1,328
75
$1.96M 0.27%
10,012
+4,712
1 2
3
4 5