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
826
-231
827
-3,929
828
-141
829
-1,625
830
-1,034
831
-901
832
-15
833
-2,096
834
-345
835
-1,020
836
-32
837
-76
838
-831
839
-989
840
-34
841
-221
842
-193
843
-87
844
-134
845
-1
846
-86
847
-134
848
-139
849
-21
850
-879