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
-2,121
827
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828
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829
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830
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831
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832
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833
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834
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835
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836
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837
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838
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839
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840
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841
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842
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843
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844
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845
-6,004
846
-40
847
-1
848
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849
-1,625
850
-1,034