ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,941
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.26%
2 Healthcare 6.73%
3 Financials 6.59%
4 Industrials 6.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.79M 0.09%
9,960
+20
227
$1.78M 0.09%
4,572
+2,025
228
$1.77M 0.09%
14,916
+2,687
229
$1.77M 0.09%
47,109
+2,663
230
$1.76M 0.09%
21,826
-1,140
231
$1.74M 0.09%
19,265
+1,666
232
$1.74M 0.09%
27,859
+7,367
233
$1.73M 0.09%
15,782
+325
234
$1.72M 0.09%
58,152
+1,447
235
$1.69M 0.09%
19,332
+3,412
236
$1.68M 0.09%
57,958
-25,833
237
$1.68M 0.09%
46,080
+3,113
238
$1.64M 0.09%
30,045
+28,483
239
$1.63M 0.09%
59,423
+16,105
240
$1.6M 0.08%
6,843
-253
241
$1.6M 0.08%
16,628
+324
242
$1.58M 0.08%
20,252
+46
243
$1.58M 0.08%
16,112
-737
244
$1.57M 0.08%
51,774
+1,204
245
$1.56M 0.08%
10,254
-2,421
246
$1.55M 0.08%
17,019
-1,068
247
$1.54M 0.08%
21,525
-2,101
248
$1.53M 0.08%
32,427
+3,478
249
$1.51M 0.08%
14,589
+56
250
$1.5M 0.08%
33,632
+14,801