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
176
$794K 0.11%
10,393
+2,155
177
$786K 0.11%
8,082
+4,090
178
$781K 0.11%
12,160
179
$777K 0.11%
2,252
+1,279
180
$777K 0.11%
3,950
-452
181
$768K 0.11%
1,898
-1
182
$768K 0.11%
8,493
+219
183
$765K 0.1%
15,553
+178
184
$762K 0.1%
2,541
+612
185
$762K 0.1%
2,725
+2,035
186
$757K 0.1%
15,610
+2,610
187
$750K 0.1%
3,790
-9
188
$742K 0.1%
24,746
+8,344
189
$741K 0.1%
14,359
-420
190
$738K 0.1%
1,220
-251
191
$734K 0.1%
5,003
+2,586
192
$726K 0.1%
6,902
+141
193
$722K 0.1%
5,935
+3,823
194
$722K 0.1%
15,565
+568
195
$718K 0.1%
6,790
-254
196
$717K 0.1%
5,634
+729
197
$717K 0.1%
+2,445
198
$717K 0.1%
1,650
+76
199
$715K 0.1%
4,811
-26
200
$705K 0.1%
6,198
+6
6 7
8
9 10