AWM
Apollon Wealth Management Portfolio holdings
AUM $4.55B
AUM
$4.55B
AUM Growth
+$209M (+5%)
Cap. Flow
+$459M
Cap. Flow % of AUM
10.1%
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 | $23M | |
| 5 | $20.2M |
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 | |
|---|---|---|---|---|---|---|---|
| $344K | 0.01% | 2,768 +2 | +0.1% | +$249 | |||
| $343K | 0.01% | 4,329 +500 | +13% | +$39.6K | |||
| $343K | 0.01% | 11,044 -13,553 | -55% | -$420K | |||
| $343K | 0.01% | 23,708 -2,000 | -8% | -$28.9K | |||
| $341K | 0.01% | 94,379 -1,906 | -2% | -$6.88K | |||
| $341K | 0.01% | 11,990 +111 | +0.9% | +$3.15K | |||
| $340K | 0.01% | 4,779 +640 | +15% | +$45.5K | |||
| $340K | 0.01% | 6,743 +606 | +10% | +$30.5K | |||
| $339K | 0.01% | 3,460 -404 | -10% | -$39.6K | |||
| $339K | 0.01% | 5,564 -1,240 | -18% | -$75.5K | |||
| $338K | 0.01% | 6,337 -5,536 | -47% | -$295K | |||
| $337K | 0.01% | 998 | New | +$337K | |||
| $336K | 0.01% | 7,296 +486 | +7% | +$22.4K | |||
| $336K | 0.01% | 5,469 -1,193 | -18% | -$73.4K | |||
| $335K | 0.01% | 4,373 -1,696 | -28% | -$130K | |||
| $335K | 0.01% | 5,645 +1,230 | +28% | +$73.1K | |||
| $335K | 0.01% | 15,100 +34 | +0.2% | +$753 | |||
| $334K | 0.01% | 2,415 +254 | +12% | +$35.1K | |||
| $333K | 0.01% | 11,717 -208 | -2% | -$5.92K | |||
| $333K | 0.01% | 16,494 | – | – | |||
| $333K | 0.01% | 655 | – | – | |||
| $333K | 0.01% | 1,486 -173 | -10% | -$38.7K | |||
| $332K | 0.01% | 7,674 +35 | +0.5% | +$1.51K | |||
| $331K | 0.01% | 4,988 | New | +$331K | |||
| $331K | 0.01% | 2,935 -55 | -2% | -$6.2K |
