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 | |
|---|---|---|---|---|---|---|---|
| $276K | 0.01% | 492 -805 | -62% | -$451K | |||
| $275K | 0.01% | 1,217 -2 | -0.2% | -$453 | |||
| $275K | 0.01% | 16,282 -2,653 | -14% | -$44.9K | |||
| $275K | 0.01% | 8,742 | New | +$275K | |||
| $275K | 0.01% | 5,382 -497 | -8% | -$25.4K | |||
| $274K | 0.01% | 7,190 | New | +$274K | |||
| $274K | 0.01% | 842 +105 | +14% | +$34.2K | |||
| $273K | 0.01% | 5,571 | New | +$273K | |||
| $273K | 0.01% | 6,221 -9,784 | -61% | -$430K | |||
| $273K | 0.01% | 2,004 +112 | +6% | +$15.2K | |||
| $273K | 0.01% | 4,498 -1,090 | -20% | -$66.1K | |||
| $272K | 0.01% | 2,476 -10 | -0.4% | -$1.1K | |||
| $271K | 0.01% | 9,924 +1,837 | +23% | +$50.1K | |||
| $271K | 0.01% | 9,549 +3,089 | +48% | +$87.6K | |||
| $270K | 0.01% | 2,230 -341 | -13% | -$41.3K | |||
| $270K | 0.01% | 14,469 -32,980 | -70% | -$616K | |||
| $270K | 0.01% | 57,212 | – | – | |||
| $269K | 0.01% | 1,420 +144 | +11% | +$27.2K | |||
| $268K | 0.01% | 4,187 +612 | +17% | +$39.2K | |||
| $267K | 0.01% | 785 -1,023 | -57% | -$348K | |||
| $267K | 0.01% | 2,692 -147 | -5% | -$14.6K | |||
| $267K | 0.01% | 3,031 | New | +$267K | |||
| $267K | 0.01% | 14,058 +3,501 | +33% | +$66.4K | |||
| $266K | 0.01% | 1,658 +42 | +3% | +$6.75K | |||
| $266K | 0.01% | 18,968 +811 | +4% | +$11.4K |
