ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $2.83B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Sells

1 +$23.8M
2 +$3.62M
3 +$3.48M
4
EPAM icon
EPAM Systems
EPAM
+$1.25M
5
NUAN
Nuance Communications, Inc.
NUAN
+$1.24M

Sector Composition

1 Technology 9.53%
2 Industrials 9.33%
3 Healthcare 6.77%
4 Financials 5.95%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$617K 0.09%
4,320
+90
227
$610K 0.09%
10,015
228
$608K 0.09%
10,159
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229
$600K 0.09%
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230
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3,915
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231
$582K 0.09%
15,869
-3,784
232
$580K 0.09%
6,180
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233
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234
$578K 0.09%
3,734
235
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34,581
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236
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21,530
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$553K 0.08%
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238
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$534K 0.08%
3,453
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240
$529K 0.08%
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243
$502K 0.08%
5,846
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244
$498K 0.08%
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$492K 0.08%
3,121
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246
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3,651
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$485K 0.07%
11,735
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248
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249
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250
$473K 0.07%
15,678
-671