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 | |
|---|---|---|---|---|---|---|---|
| $247K | 0.01% | 424 +40 | +10% | +$23.3K | |||
| $246K | 0.01% | 4,906 -143 | -3% | -$7.18K | |||
| $246K | 0.01% | 2,793 -546 | -16% | -$48.1K | |||
| $246K | 0.01% | 1,838 | New | +$246K | |||
| $245K | 0.01% | 967 | New | +$245K | |||
| $245K | 0.01% | 4,773 +677 | +17% | +$34.8K | |||
| $245K | 0.01% | 3,277 | – | – | |||
| $245K | 0.01% | 2,481 +58 | +2% | +$5.72K | |||
| $244K | 0.01% | 16,097 -7,347 | -31% | -$111K | |||
| $242K | 0.01% | 6,757 | New | +$242K | |||
| $242K | 0.01% | 4,640 -4,169 | -47% | -$217K | |||
| $238K | 0.01% | 1,383 | New | +$238K | |||
| $237K | 0.01% | 2,076 | New | +$237K | |||
| $237K | 0.01% | 1,969 | New | +$237K | |||
| $237K | 0.01% | 1,196 -338 | -22% | -$66.9K | |||
| $237K | 0.01% | 10,000 | New | +$237K | |||
| $236K | 0.01% | 5,223 | New | +$236K | |||
| $236K | 0.01% | 1,348 | New | +$236K | |||
| $235K | 0.01% | 2,337 -132 | -5% | -$13.3K | |||
| $235K | 0.01% | 5,672 | New | +$235K | |||
| $234K | 0.01% | 1,695 +6 | +0.4% | +$829 | |||
| $233K | 0.01% | 3,786 | New | +$233K | |||
| $233K | 0.01% | 1,085 +40 | +4% | +$8.59K | |||
| $232K | 0.01% | 10,132 | New | +$232K | |||
| $232K | 0.01% | 6,890 | – | – |
