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 | |
|---|---|---|---|---|---|---|---|
| $232K | 0.01% | 5,718 +180 | +3% | +$7.29K | |||
| $231K | 0.01% | 405 +20 | +5% | +$11.4K | |||
| $231K | 0.01% | 14,850 | – | – | |||
| $231K | 0.01% | 1,968 +53 | +3% | +$6.23K | |||
| $231K | 0.01% | 7,405 | New | +$231K | |||
| $228K | 0.01% | 3,450 -411 | -11% | -$27.2K | |||
| $228K | 0.01% | 3,426 | New | +$228K | |||
| $224K | 0% | 14,612 +261 | +2% | +$4.01K | |||
| $224K | 0% | 14,295 +2,768 | +24% | +$43.5K | |||
| $224K | 0% | 1,313 -80 | -6% | -$13.7K | |||
| $224K | 0% | 6,646 | New | +$224K | |||
| $224K | 0% | 6,234 -86 | -1% | -$3.09K | |||
| $224K | 0% | 1,235 +95 | +8% | +$17.2K | |||
| $224K | 0% | 21,722 +1,111 | +5% | +$11.4K | |||
| $223K | 0% | 26,705 | – | – | |||
| $223K | 0% | 2,860 -106 | -4% | -$8.26K | |||
| $222K | 0% | 2,373 | New | +$222K | |||
| $221K | 0% | 444 | New | +$221K | |||
| $220K | 0% | 6,046 -299 | -5% | -$10.9K | |||
| $220K | 0% | 35,229 +15,000 | +74% | +$93.8K | |||
| $220K | 0% | 3,441 -531 | -13% | -$33.9K | |||
| $219K | 0% | 1,967 -6,447 | -77% | -$719K | |||
| $218K | 0% | 1,874 -73 | -4% | -$8.48K | |||
| $218K | 0% | 1,404 | New | +$218K | |||
| $217K | 0% | 2,166 -10,338 | -83% | -$1.04M |
