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
551
$123K 0.01%
27,081
552
$119K 0.01%
+12,140
553
$119K 0.01%
11,702
554
$108K 0.01%
+11,262
555
$83.9K 0.01%
10,161
556
$63.7K ﹤0.01%
6,511
+58
557
$55.7K ﹤0.01%
11,285
558
$21.9K ﹤0.01%
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559
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560
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561
-1,330
562
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563
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565
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569
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