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
926
-130
927
-159
928
-722
929
-2
930
-1,100
931
-465
932
-1,551
933
-101
934
-3,894
935
-51
936
-279
937
-237
938
-20,100
939
-3,193
940
-415
941
-53
942
-4,811
943
-28
944
-2,250
945
-361
946
-3,065
947
-569
948
-37
949
-80
950
-2,332