AWM
Apollon Wealth Management Portfolio holdings
AUM $4.55B
AUM
$4.55B
AUM Growth
+$209M (+5%)
Cap. Flow
+$359M
Cap. Flow % of AUM
7.9%
Top 10 Holdings %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
| 1 | Technology | 17.21% |
| 2 | Financials | 8.54% |
| 3 | Consumer Discretionary | 5.06% |
| 4 | Healthcare | 4.82% |
| 5 | Industrials | 4.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $393K | 0.01% | 8,387 +635 | +8% | +$29.7K | |||
| $390K | 0.01% | 3,989 +816 | +26% | +$79.8K | |||
| $388K | 0.01% | 926 -143 | -13% | -$60K | |||
| $388K | 0.01% | 2,968 | New | +$388K | |||
| $386K | 0.01% | 23,883 -6,503 | -21% | -$105K | |||
| $386K | 0.01% | 20,073 +4,451 | +28% | +$85.5K | |||
| $386K | 0.01% | 3,807 +951 | +33% | +$96.3K | |||
| $382K | 0.01% | 16,547 +1,126 | +7% | +$26K | |||
| $381K | 0.01% | 15,875 +4,174 | +36% | +$100K | |||
| $379K | 0.01% | 9,297 +190 | +2% | +$7.75K | |||
| $379K | 0.01% | 15,413 +84 | +0.6% | +$2.06K | |||
| $378K | 0.01% | 5,067 -1,265 | -20% | -$94.5K | |||
| $378K | 0.01% | 6,205 +292 | +5% | +$17.8K | |||
| $376K | 0.01% | 14,591 +5 | +0% | +$129 | |||
| $374K | 0.01% | 7,665 -144 | -2% | -$7.03K | |||
| $373K | 0.01% | 8,830 | New | +$373K | |||
| $372K | 0.01% | 15,205 -54 | -0.4% | -$1.32K | |||
| $372K | 0.01% | 27,220 | – | – | |||
| $371K | 0.01% | 114,926 +53,154 | +86% | +$172K | |||
| $371K | 0.01% | 9,162 +1,350 | +17% | +$54.7K | |||
| $370K | 0.01% | 4,529 -1,150 | -20% | -$93.9K | |||
| $368K | 0.01% | 5,229 +211 | +4% | +$14.9K | |||
| $366K | 0.01% | 24,535 +13,850 | +130% | +$207K | |||
| $365K | 0.01% | 7,408 +395 | +6% | +$19.5K | |||
| $365K | 0.01% | 2,472 +33 | +1% | +$4.88K |
