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
401
$637K 0.03%
6,989
+61
402
$635K 0.03%
4,580
-222
403
$630K 0.03%
2,737
+151
404
$628K 0.03%
1,818
-2,107
405
$626K 0.03%
2,204
-23
406
$613K 0.03%
3,819
-42
407
$603K 0.03%
17,185
+767
408
$603K 0.03%
8,561
+422
409
$603K 0.03%
27,694
+16,174
410
$601K 0.03%
14,655
-696
411
$600K 0.03%
2,079
+153
412
$599K 0.03%
31,218
+24,321
413
$590K 0.03%
26,495
414
$583K 0.03%
2,615
+661
415
$582K 0.03%
16,101
+17
416
$580K 0.03%
7,340
+5,014
417
$575K 0.03%
4,798
+193
418
$573K 0.03%
9,044
+1,737
419
$565K 0.03%
8,750
+722
420
$561K 0.03%
16,793
421
$558K 0.03%
18,093
-1,129
422
$557K 0.03%
23,879
+339
423
$557K 0.03%
12,343
+99
424
$554K 0.03%
9,629
+2,211
425
$552K 0.03%
3,642
-2,301