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
1
$51.3M 7.04%
362,818
+35,351
2
$39.9M 5.47%
111,420
+7,068
3
$27.4M 3.76%
166,820
+61,020
4
$24.8M 3.4%
88,074
+33,348
5
$19.4M 2.65%
226,711
+9,141
6
$17.5M 2.4%
160,058
+9,782
7
$13.6M 1.87%
657,240
+29,240
8
$13.2M 1.81%
97,510
+2,430
9
$10.9M 1.5%
72,926
+2,516
10
$10.2M 1.4%
39,621
+2,562
11
$10M 1.37%
23,345
+6,600
12
$9.05M 1.24%
27,581
+8,681
13
$8.17M 1.12%
20,712
+5,917
14
$7.97M 1.09%
107,286
+17,323
15
$7.52M 1.03%
56,240
+25,060
16
$7.48M 1.03%
45,701
+15,204
17
$7.12M 0.98%
26,085
+7,050
18
$6.47M 0.89%
19,056
+5,316
19
$6.35M 0.87%
28,489
+8,659
20
$6.01M 0.82%
15,381
+2,297
21
$5.87M 0.8%
18,412
+1,135
22
$5.77M 0.79%
93,484
+5,940
23
$5.71M 0.78%
33,784
+6,010
24
$5.6M 0.77%
48,729
+14,786
25
$5.47M 0.75%
33,867
+20,405
1
2 3 4 5