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
76
$1.94M 0.27%
41,751
+16,731
77
$1.92M 0.26%
63,043
+49,642
78
$1.92M 0.26%
93,978
+52,249
79
$1.91M 0.26%
27,159
+4,318
80
$1.9M 0.26%
4,410
+1,120
81
$1.83M 0.25%
64,129
+15,952
82
$1.79M 0.25%
+83,245
83
$1.78M 0.24%
17,334
-495
84
$1.78M 0.24%
2,383
+365
85
$1.74M 0.24%
3,027
+1,610
86
$1.74M 0.24%
105,757
-664
87
$1.7M 0.23%
177,769
+141,492
88
$1.65M 0.23%
28,075
-137
89
$1.64M 0.22%
47,916
+8,190
90
$1.64M 0.22%
5,117
+993
91
$1.62M 0.22%
13,704
+9,339
92
$1.61M 0.22%
39,540
+15,990
93
$1.58M 0.22%
6,683
+4,517
94
$1.55M 0.21%
39,906
+9,483
95
$1.55M 0.21%
10,374
+86
96
$1.53M 0.21%
+72,528
97
$1.51M 0.21%
7,794
-283
98
$1.51M 0.21%
5,702
+4,175
99
$1.5M 0.21%
27,599
+3,645
100
$1.5M 0.21%
32,926
+26,966
2 3
4
5 6