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
451
$437K 0.02%
5,876
-29
452
$434K 0.02%
884
-20
453
$434K 0.02%
1,807
-41
454
$434K 0.02%
2,260
+206
455
$432K 0.02%
18,251
-10,715
456
$431K 0.02%
21,320
+98
457
$429K 0.02%
2,870
-1,104
458
$421K 0.02%
7,201
+400
459
$417K 0.02%
5,973
+5,953
460
$416K 0.02%
1,274
-15
461
$414K 0.02%
27,275
-3,470
462
$411K 0.02%
4,287
-621
463
$411K 0.02%
11,432
-46,191
464
$411K 0.02%
8,037
-8,428
465
$410K 0.02%
+19,640
466
$394K 0.02%
2,622
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467
$394K 0.02%
3,420
-376
468
$392K 0.02%
438
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$391K 0.02%
1,379
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470
$385K 0.02%
7,989
-4,565
471
$384K 0.02%
2,845
-5
472
$378K 0.02%
6,360
+289
473
$378K 0.02%
14,504
+6,472
474
$377K 0.02%
4,758
-855
475
$371K 0.02%
5,437
-82