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 | |
|---|---|---|---|---|---|---|---|
| $306K | 0.01% | 10,120 +1,618 | +19% | +$49K | |||
| $303K | 0.01% | 6,575 | New | +$303K | |||
| $300K | 0.01% | 14,500 -5,000 | -26% | -$103K | |||
| $299K | 0.01% | 1,283 +124 | +11% | +$28.9K | |||
| $299K | 0.01% | 10,092 +1,660 | +20% | +$49.2K | |||
| $299K | 0.01% | 15,039 +414 | +3% | +$8.23K | |||
| $299K | 0.01% | 13,893 +318 | +2% | +$6.84K | |||
| $296K | 0.01% | 5,211 | – | – | |||
| $296K | 0.01% | 1,321 +126 | +11% | +$28.2K | |||
| $294K | 0.01% | 7,228 -2,940 | -29% | -$120K | |||
| $294K | 0.01% | 8,414 -433 | -5% | -$15.1K | |||
| $293K | 0.01% | 28,550 | – | – | |||
| $293K | 0.01% | 1,450 +14 | +1% | +$2.83K | |||
| $291K | 0.01% | 9,502 -753 | -7% | -$23.1K | |||
| $290K | 0.01% | 11,350 -250 | -2% | -$6.39K | |||
| $287K | 0.01% | 10,751 -19,889 | -65% | -$531K | |||
| $286K | 0.01% | 16,938 | New | +$286K | |||
| $285K | 0.01% | 7,668 | – | – | |||
| $284K | 0.01% | 1,082 +23 | +2% | +$6.04K | |||
| $284K | 0.01% | 14,460 -3,840 | -21% | -$75.5K | |||
| $283K | 0.01% | 4,374 -74 | -2% | -$4.79K | |||
| $282K | 0.01% | 14,500 | – | – | |||
| $280K | 0.01% | 7,293 +144 | +2% | +$5.53K | |||
| $277K | 0.01% | 1,473 +179 | +14% | +$33.6K | |||
| $276K | 0.01% | 1,596 -211 | -12% | -$36.5K |
