AWM

Apollon Wealth Management Portfolio holdings

AUM $4.55B
AUM
$4.55B
AUM Growth
+$209M
Cap. Flow
+$359M
Cap. Flow %
7.9%
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
$31.2M
5
$23M

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
$1.13M0.02% 6,668
+345
+5%
+$58.4K
$1.13M0.02% 7,627
+355
+5%
+$52.4K
$1.12M0.02% 9,571
+7,622
+391%
+$895K
$1.12M0.02% 12,228
+4,431
+57%
+$407K
$1.12M0.02% 8,754
+96
+1%
+$12.3K
$1.11M0.02% 31,794
+913
+3%
+$31.9K
$1.11M0.02% 95,636
+9,147
+11%
+$106K
$1.11M0.02% 14,007
+2,045
+17%
+$161K
$1.1M0.02% 51,882
+2,651
+5%
+$56.3K
$1.1M0.02% 108,924
-1,264
-1%
-$12.8K
$1.1M0.02% 77,838
-1,571
-2%
-$22.2K
$1.1M0.02% 4,141
+1,073
+35%
+$284K
$1.1M0.02% 10,497
-1,609
-13%
-$168K
$1.09M0.02% 26,640––
$1.09M0.02% 14,841
-2,576
-15%
-$189K
$1.08M0.02%
+15,884
 New
+$1.08M
$1.08M0.02% 92,974
+30,960
+50%
+$360K
$1.08M0.02% 14,061
+444
+3%
+$34K
$1.07M0.02% 4,834
-504
-9%
-$112K
$1.07M0.02% 8,106
-1,629
-17%
-$215K
$1.07M0.02% 25,826
-491
-2%
-$20.4K
$1.07M0.02% 26,113
+422
+2%
+$17.3K
$1.07M0.02% 27,916
-31,284
-53%
-$1.2M
$1.06M0.02% 2,018
+780
+63%
+$410K
$1.05M0.02% 12,370
-517
-4%
-$43.9K
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