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
$1.37B
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Sells

1 +$5.67M
2 +$3.69M
3 +$1.64M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.61M
5
ATVI
Activision Blizzard
ATVI
+$1.42M

Sector Composition

1 Technology 13.17%
2 Industrials 7.34%
3 Healthcare 7.32%
4 Financials 7.08%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.02M 0.07%
20,344
-3,277
277
$992K 0.07%
7,498
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278
$992K 0.07%
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280
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281
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7,144
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13,164
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283
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31,637
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7,889
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285
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15,606
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51,596
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17,620
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15,588
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5,146
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298
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29,960
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299
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72,073
-6,693
300
$894K 0.07%
21,777
-1,405