AWM

Apollon Wealth Management Portfolio holdings

AUM $4.55B
AUM
$4.55B
AUM Growth
+$209M
Cap. Flow
+$459M
Cap. Flow %
10.1%
Top 10 Hldgs %
23.94%
Holding
1,288
New
93
Increased
576
Reduced
456
Closed
82

Top Buys

1
$46.1M
2
$39.1M
3
$26.3M
4
$22.3M
5
$21M

Top Sells

1
$45.8M
2
$41.6M
3
$31.2M
4
$23M
5
$20.2M

Sector Composition

1Technology17.21%
2Financials8.54%
3Consumer Discretionary5.06%
4Healthcare4.82%
5Industrials4.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.09M0.05%10,837
-65,292
-86%
-$12.6M
$2.08M0.05%23,175
-1,393
-6%
-$125K
$2.05M0.04%28,895
-55
-0.2%
-$3.89K
$2.04M0.04%10,824
-13,101
-55%
-$2.47M
$2.03M0.04%21,307
-19,544
-48%
-$1.86M
$2.03M0.04%68,549 New
+$2.03M
$2.02M0.04%18,038
-114
-0.6%
-$12.7K
$1.98M0.04%125,259
-3,005
-2%
-$47.6K
$1.98M0.04%25,103
+998
+4%
+$78.7K
$1.97M0.04%17,079
+3,736
+28%
+$432K
$1.96M0.04%24,473
+5,180
+27%
+$415K
$1.96M0.04%30,692 New
+$1.96M
$1.94M0.04%9,640
+571
+6%
+$115K
$1.93M0.04%32,466
-8,114
-20%
-$483K
$1.92M0.04%15,790
-376
-2%
-$45.8K
$1.92M0.04%4,486
+492
+12%
+$211K
$1.91M0.04%50,755 New
+$1.91M
$1.91M0.04%151,834
+18,277
+14%
+$229K
$1.9M0.04%129,583
+10,527
+9%
+$154K
$1.88M0.04%22,733
-494
-2%
-$41K
$1.85M0.04%13,325
+273
+2%
+$37.9K
$1.84M0.04%12,010
-455
-4%
-$69.7K
$1.83M0.04%77,183
-1,334
-2%
-$31.7K
$1.83M0.04%13,944
-1,222
-8%
-$161K
$1.83M0.04%18,782
+2,234
+14%
+$218K
1 121314151652