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
476
$366K 0.02%
+14,039
477
$361K 0.02%
1,247
+28
478
$361K 0.02%
2,582
-123
479
$359K 0.02%
1,406
+48
480
$356K 0.02%
1,476
+7
481
$356K 0.02%
6,477
+2,943
482
$356K 0.02%
12,221
+1,266
483
$355K 0.02%
2,769
-5
484
$354K 0.02%
6,673
-874
485
$350K 0.02%
7,661
-3,529
486
$349K 0.02%
8,222
-3,492
487
$343K 0.02%
2,735
-236
488
$341K 0.02%
2,967
+354
489
$341K 0.02%
6,376
-259
490
$341K 0.02%
17,034
-5,458
491
$338K 0.02%
381
-22
492
$335K 0.02%
23,970
-341
493
$335K 0.02%
3,750
-79
494
$326K 0.02%
1,006
-55
495
$325K 0.02%
1,953
+12
496
$324K 0.02%
3,139
+46
497
$320K 0.02%
2,836
+123
498
$320K 0.02%
29,778
+180
499
$320K 0.02%
7,661
-60
500
$319K 0.02%
11,647
+586