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 | |
|---|---|---|---|---|---|---|---|
| $14.4K | 0% | 10,029 +29 | +0.3% | +$42 | |||
| $13.3K | 0% | 10,716 | – | – | |||
| $8.67K | 0% | 21,646 | – | – | |||
| $4.4K | 0% | 10,000 | – | – | |||
| $4.08K | 0% | 20,284 | – | – | |||
| $0 | 0% | 0 -3,233 | Closed | – | |||
| $0 | 0% | 0 -12,332 | Closed | – | |||
| $0 | 0% | 0 -3,317 | Closed | – | |||
| $0 | 0% | 0 -2,201 | Closed | – | |||
| $0 | 0% | 0 -4,483 | Closed | – | |||
| $0 | 0% | 0 -9,097 | Closed | – | |||
| $0 | 0% | 0 -1,601 | Closed | – | |||
| $0 | 0% | 0 -12,210 | Closed | – | |||
| $0 | 0% | 0 -4,000 | Closed | – | |||
| $0 | 0% | 0 -10,127 | Closed | – | |||
| $0 | 0% | 0 -26,187 | Closed | – | |||
| $0 | 0% | 0 -3,034 | Closed | – | |||
| $0 | 0% | 0 -5,917 | Closed | – | |||
| $0 | 0% | 0 -2,652 | Closed | – | |||
| $0 | 0% | 0 -10,613 | Closed | – | |||
| $0 | 0% | 0 -11,534 | Closed | – | |||
| $0 | 0% | 0 -33,913 | Closed | – | |||
| $0 | 0% | 0 -2,136 | Closed | – | |||
| $0 | 0% | 0 -7,998 | Closed | – | |||
| $0 | 0% | 0 -2,336 | Closed | – |
