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
276
$1.23M 0.06%
12,133
-286
277
$1.22M 0.06%
15,291
+700
278
$1.22M 0.06%
19,253
-9,484
279
$1.21M 0.06%
13,395
-1,166
280
$1.21M 0.06%
32,332
-191
281
$1.2M 0.06%
50,029
-1,465
282
$1.19M 0.06%
16,971
-60
283
$1.18M 0.06%
10,081
+2,355
284
$1.17M 0.06%
8,397
-99
285
$1.17M 0.06%
5,776
+79
286
$1.17M 0.06%
56,740
+4,116
287
$1.16M 0.06%
19,105
-273
288
$1.16M 0.06%
12,028
-7,452
289
$1.15M 0.06%
5,110
+455
290
$1.14M 0.06%
14,185
-861
291
$1.14M 0.06%
18,136
+66
292
$1.11M 0.06%
22,368
+20,762
293
$1.11M 0.06%
10,576
-1,502
294
$1.11M 0.06%
13,781
-224
295
$1.1M 0.06%
50,001
+12,811
296
$1.1M 0.06%
6,738
+254
297
$1.09M 0.06%
3,440
+78
298
$1.08M 0.06%
24,786
+740
299
$1.07M 0.06%
7,939
-91
300
$1.07M 0.06%
2,291
-48