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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,831 | Closed | – | |||
| $0 | 0% | 0 -11,149 | Closed | – | |||
| $0 | 0% | 0 -1,362 | Closed | – | |||
| $0 | 0% | 0 -26 | Closed | – | |||
| $0 | 0% | 0 -5,733 | Closed | – | |||
| $0 | 0% | 0 -43,633 | Closed | – | |||
| $0 | 0% | 0 -11,168 | Closed | – | |||
| $0 | 0% | 0 -2,598 | Closed | – | |||
| $0 | 0% | 0 -40,792 | Closed | – | |||
| $0 | 0% | 0 -27,999 | Closed | – | |||
| $0 | 0% | 0 -32,708 | Closed | – | |||
| $0 | 0% | 0 -12,917 | Closed | – | |||
| $0 | 0% | 0 -2,302 | Closed | – | |||
| $0 | 0% | 0 -964 | Closed | – | |||
| $0 | 0% | 0 -35,024 | Closed | – | |||
| $0 | 0% | 0 -554 | Closed | – | |||
| $0 | 0% | 0 -2,126 | Closed | – | |||
| $0 | 0% | 0 -2,579 | Closed | – | |||
| $0 | 0% | 0 -2,282 | Closed | – | |||
| $0 | 0% | 0 -1,902 | Closed | – | |||
| $0 | 0% | 0 -12,677 | Closed | – | |||
| $0 | 0% | 0 -3,463 | Closed | – | |||
| $0 | 0% | 0 -13,157 | Closed | – | |||
| $0 | 0% | 0 -1,315 | Closed | – | |||
| $0 | 0% | 0 -4,206 | Closed | – |
