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
151
$928K 0.13%
18,168
+8,008
152
$924K 0.13%
24,612
-9,409
153
$922K 0.13%
+35,200
154
$919K 0.13%
4,687
+420
155
$903K 0.12%
68,528
+190
156
$899K 0.12%
1,667
+387
157
$894K 0.12%
5,153
+3,277
158
$894K 0.12%
39,765
+2,457
159
$893K 0.12%
+34,350
160
$882K 0.12%
17,265
-21
161
$877K 0.12%
9,949
+63
162
$862K 0.12%
60,877
+17,441
163
$862K 0.12%
2,601
+534
164
$860K 0.12%
9,866
+1,549
165
$859K 0.12%
25,714
+2,157
166
$851K 0.12%
5,747
+3,669
167
$850K 0.12%
88,259
168
$847K 0.12%
6,570
+456
169
$840K 0.12%
+3,179
170
$811K 0.11%
4,798
-93
171
$811K 0.11%
7,016
-1,647
172
$807K 0.11%
+4,719
173
$800K 0.11%
+36,200
174
$797K 0.11%
1,232
-36
175
$795K 0.11%
19,620
-655
5 6
7
8 9