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
501
$319K 0.02%
2,531
+110
502
$318K 0.02%
1,514
+3
503
$315K 0.02%
11,876
504
$306K 0.02%
15,312
-5,772
505
$306K 0.02%
11,358
+374
506
$306K 0.02%
9,659
-422
507
$305K 0.02%
5,275
+491
508
$303K 0.02%
10,781
+2,020
509
$302K 0.02%
6,411
510
$300K 0.02%
3,064
+423
511
$299K 0.02%
2,721
+18
512
$298K 0.02%
26,693
+97
513
$297K 0.02%
5,611
+6
514
$296K 0.02%
8,030
-524
515
$296K 0.02%
18,640
+810
516
$291K 0.02%
1,636
517
$291K 0.02%
3,034
+3
518
$291K 0.02%
6,075
519
$291K 0.02%
11,866
520
$290K 0.02%
3,325
-345
521
$286K 0.02%
8,461
+1,160
522
$282K 0.01%
10,732
+116
523
$282K 0.01%
933
+17
524
$277K 0.01%
1,708
+84
525
$277K 0.01%
4,877
+176