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
201
$703K 0.1%
12,350
-640
202
$702K 0.1%
2,094
+754
203
$701K 0.1%
5,447
+3,791
204
$694K 0.1%
409
-45
205
$687K 0.09%
4,386
+405
206
$687K 0.09%
4,961
-418
207
$683K 0.09%
4,509
-793
208
$681K 0.09%
21,143
-1,542
209
$676K 0.09%
58,213
210
$674K 0.09%
3,494
-115
211
$670K 0.09%
3,222
+762
212
$665K 0.09%
26,019
-1,260
213
$661K 0.09%
2,317
+233
214
$660K 0.09%
+2,358
215
$660K 0.09%
5,749
+3,339
216
$653K 0.09%
7,781
-2,520
217
$652K 0.09%
2,972
+314
218
$651K 0.09%
3,884
+1,693
219
$651K 0.09%
10,421
+294
220
$634K 0.09%
2,614
-554
221
$634K 0.09%
460
-18
222
$634K 0.09%
15,282
+9,276
223
$632K 0.09%
+6,428
224
$631K 0.09%
6,236
+662
225
$631K 0.09%
14,196
+16
7 8
9
10 11