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
451
$364K 0.03%
501
-105
452
$362K 0.03%
5,222
+2,470
453
$356K 0.03%
3,453
+6
454
$354K 0.03%
+6,185
455
$354K 0.03%
24,316
-900
456
$351K 0.03%
1,752
+35
457
$343K 0.03%
1,323
-76
458
$339K 0.02%
+15,748
459
$338K 0.02%
1,716
-23
460
$335K 0.02%
150,846
461
$334K 0.02%
21,066
462
$332K 0.02%
13,850
-2,270
463
$324K 0.02%
2,265
+6
464
$322K 0.02%
1,638
-20
465
$322K 0.02%
3,094
+500
466
$320K 0.02%
1,304
-49
467
$318K 0.02%
1,087
+69
468
$316K 0.02%
+17,392
469
$314K 0.02%
903
+11
470
$313K 0.02%
247
471
$313K 0.02%
18,179
+2,690
472
$306K 0.02%
9,095
-13,670
473
$302K 0.02%
2,962
+386
474
$301K 0.02%
1,495
475
$298K 0.02%
682
-56