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
551
$238K 0.01%
2,989
-143
552
$237K 0.01%
3,126
-404
553
$236K 0.01%
4,299
+36
554
$236K 0.01%
1,662
+3
555
$235K 0.01%
11,839
+84
556
$235K 0.01%
7,854
-975
557
$232K 0.01%
1,330
+1,209
558
$231K 0.01%
908
-9
559
$231K 0.01%
4,586
-3,757
560
$230K 0.01%
+41,903
561
$229K 0.01%
1,415
+20
562
$228K 0.01%
5,524
563
$227K 0.01%
6,066
-13
564
$227K 0.01%
+4,436
565
$224K 0.01%
3,645
-23
566
$224K 0.01%
4,549
567
$219K 0.01%
988
+9
568
$219K 0.01%
486
569
$218K 0.01%
1,442
+10
570
$217K 0.01%
4,527
+26
571
$217K 0.01%
3,791
+71
572
$216K 0.01%
7,592
-57
573
$215K 0.01%
5,221
+78
574
$215K 0.01%
4,224
+23
575
$212K 0.01%
+543