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
$1.22M0.03%17,928
+36
+0.2%
+$2.45K
$1.21M0.03%2,576
+223
+9%
+$105K
$1.2M0.03%10,751
-1,094
-9%
-$122K
$1.2M0.03%29,535
-900
-3%
-$36.4K
$1.19M0.03%4,219
+3,088
+273%
+$873K
$1.19M0.03%9,843
+7,718
+363%
+$933K
$1.19M0.03%4,431
+926
+26%
+$249K
$1.19M0.03%13,122
+54
+0.4%
+$4.89K
$1.19M0.03%12,179
+1,335
+12%
+$130K
$1.18M0.03%3,527 New
+$1.18M
$1.18M0.03%20,269
-6,006
-23%
-$350K
$1.18M0.03%23,617
-155
-0.7%
-$7.73K
$1.17M0.03%11,467
-794
-6%
-$81.2K
$1.17M0.03%13,578
-4,642
-25%
-$399K
$1.17M0.03%15,875
+79
+0.5%
+$5.81K
$1.16M0.03%7,031
+648
+10%
+$107K
$1.16M0.03%12,333
+1,076
+10%
+$101K
$1.16M0.03%20,455 ––
$1.15M0.03%59,426
+4,648
+8%
+$90.3K
$1.15M0.03%5,578
+1,038
+23%
+$213K
$1.14M0.03%27,039
-1,868
-6%
-$78.9K
$1.14M0.03%23,108
+6,415
+38%
+$317K
$1.14M0.03%15,270
+629
+4%
+$47K
$1.14M0.03%2,615
-100
-4%
-$43.5K
$1.13M0.02%819
+125
+18%
+$173K
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