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
901
-27
902
0
903
-29
904
-274
905
-58
906
-1,000
907
-34
908
-2,163
909
-1,605
910
-250
911
-113
912
-1,166
913
-1,045
914
-12
915
-594
916
-3
917
-72
918
-95
919
-843
920
-273
921
-33
922
-4,104
923
-176
924
-133
925
-100