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
$2.57B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.1%
2 Financials 6.61%
3 Healthcare 5.16%
4 Industrials 4.82%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-709
802
-11,343
803
-3,791
804
-3,777
805
-15,000
806
-41,468
807
-5,876
808
-2,270
809
-17,185
810
-14,012
811
-1,184
812
-10,732
813
-59,754
814
-85,699
815
-3,645