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
-3,451
902
-1,000
903
-34
904
-2,163
905
-50
906
-1,299
907
-410
908
-966
909
-55
910
-767
911
-38
912
-243
913
-72
914
-675
915
-33
916
-67
917
-88
918
-557
919
-17
920
-17
921
-1,835
922
-5,133
923
-152
924
-128
925
-882