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
101
$1.5M 0.21%
7,035
+2,864
102
$1.49M 0.2%
17,360
+8,165
103
$1.48M 0.2%
6,975
+1,564
104
$1.47M 0.2%
78,673
+48,116
105
$1.47M 0.2%
11,698
+8,834
106
$1.43M 0.2%
13,050
+283
107
$1.41M 0.19%
13,868
+6,610
108
$1.4M 0.19%
9,632
-169
109
$1.4M 0.19%
3,586
-41
110
$1.39M 0.19%
6,261
+1,444
111
$1.37M 0.19%
6,758
+3,553
112
$1.37M 0.19%
20,708
+10,292
113
$1.35M 0.19%
41,140
-3,623
114
$1.33M 0.18%
25,603
+5,711
115
$1.33M 0.18%
4,401
+779
116
$1.3M 0.18%
63,908
+12
117
$1.26M 0.17%
3,343
+842
118
$1.26M 0.17%
+46,800
119
$1.25M 0.17%
6,246
+1,155
120
$1.25M 0.17%
+13,112
121
$1.24M 0.17%
6,400
+850
122
$1.24M 0.17%
23,567
+15,237
123
$1.23M 0.17%
51,763
+1,373
124
$1.22M 0.17%
28,670
+966
125
$1.21M 0.17%
15,126
+1,948
3 4
5
6 7