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
126
$1.2M 0.16%
9,058
+5,676
127
$1.17M 0.16%
59,630
+14,068
128
$1.17M 0.16%
4,765
+2,566
129
$1.17M 0.16%
9,938
+4,119
130
$1.15M 0.16%
+18,019
131
$1.15M 0.16%
+44,901
132
$1.14M 0.16%
7,854
-552
133
$1.1M 0.15%
9,977
+3,027
134
$1.1M 0.15%
4,587
+1,017
135
$1.1M 0.15%
4,993
+621
136
$1.1M 0.15%
44,385
+1,302
137
$1.09M 0.15%
7,103
-239
138
$1.07M 0.15%
10,561
+4,285
139
$1.07M 0.15%
30,334
-12,946
140
$1.07M 0.15%
4,041
+1,871
141
$1.06M 0.15%
232,397
-2,042
142
$1.06M 0.15%
5,810
+3,373
143
$1.05M 0.14%
12,394
+6,555
144
$1.02M 0.14%
+46,965
145
$1.01M 0.14%
10,383
+1,750
146
$999K 0.14%
+190,000
147
$988K 0.14%
19,759
+4,210
148
$982K 0.13%
54,451
-1,316
149
$943K 0.13%
35,814
-8,198
150
$938K 0.13%
4,286
+563
4 5
6
7 8