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 | |
|---|---|---|---|---|---|---|---|
| $363K | 0.01% | 23,355 +2,351 | +11% | +$36.6K | |||
| $363K | 0.01% | 8,970 -236 | -3% | -$9.55K | |||
| $363K | 0.01% | 2,283 | New | +$363K | |||
| $362K | 0.01% | 15,244 +1,127 | +8% | +$26.7K | |||
| $360K | 0.01% | 14,195 -4,027 | -22% | -$102K | |||
| $360K | 0.01% | 1,960 -730 | -27% | -$134K | |||
| $360K | 0.01% | 2,830 | New | +$360K | |||
| $360K | 0.01% | 3,038 -39 | -1% | -$4.62K | |||
| $358K | 0.01% | 4,460 +1,881 | +73% | +$151K | |||
| $357K | 0.01% | 10,000 | – | – | |||
| $357K | 0.01% | 8,222 +2,225 | +37% | +$96.6K | |||
| $357K | 0.01% | 2,851 -1,737 | -38% | -$217K | |||
| $355K | 0.01% | 3,629 +944 | +35% | +$92.4K | |||
| $355K | 0.01% | 4,574 +397 | +10% | +$30.8K | |||
| $354K | 0.01% | 4,032 +1,085 | +37% | +$95.3K | |||
| $351K | 0.01% | 9,861 | New | +$351K | |||
| $351K | 0.01% | 4,769 -637 | -12% | -$46.9K | |||
| $351K | 0.01% | 1,542 +44 | +3% | +$10K | |||
| $350K | 0.01% | 16,891 +602 | +4% | +$12.5K | |||
| $349K | 0.01% | 2,681 -295 | -10% | -$38.4K | |||
| $348K | 0.01% | 3,552 -54 | -2% | -$5.29K | |||
| $347K | 0.01% | 3,608 -1,739 | -33% | -$167K | |||
| $347K | 0.01% | 27,237 +1,496 | +6% | +$19.1K | |||
| $346K | 0.01% | 4,605 +496 | +12% | +$37.3K | |||
| $345K | 0.01% | 4,992 +9 | +0.2% | +$621 |
