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
$1.14B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$14.3M
3 +$7.46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.91M

Sector Composition

1 Technology 12.36%
2 Industrials 8.43%
3 Healthcare 7.15%
4 Financials 6.81%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$883K 0.08%
28,272
+3,596
277
$863K 0.08%
6,383
+45
278
$860K 0.08%
+18,607
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30,001
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282
$833K 0.07%
9,750
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283
$818K 0.07%
44,570
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284
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285
$810K 0.07%
46,267
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286
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287
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$747K 0.07%
52,915
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293
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13,300
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294
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23,252
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295
$730K 0.06%
11,989
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296
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19,453
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$721K 0.06%
10,359
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298
$712K 0.06%
42,516
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299
$710K 0.06%
7,241
+1,038
300
$702K 0.06%
13,930
-10,891