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
426
$551K 0.03%
4,926
+1
427
$544K 0.03%
12,691
-145
428
$538K 0.03%
6,421
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429
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4,488
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430
$525K 0.03%
3,150
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431
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6,698
432
$518K 0.03%
17,384
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433
$515K 0.03%
1,967
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$510K 0.03%
6,942
-382
435
$509K 0.03%
3,438
436
$508K 0.03%
10,009
-1,017
437
$500K 0.03%
8,720
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438
$498K 0.03%
6,418
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439
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440
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442
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24,194
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443
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9,214
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444
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3,318
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445
$476K 0.03%
3,078
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446
$473K 0.02%
4,384
-1,115
447
$452K 0.02%
3,777
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448
$446K 0.02%
9,169
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449
$445K 0.02%
1,664
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450
$438K 0.02%
3,054
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