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
-95
927
-400
928
-2,080
929
-124
930
-625
931
-348
932
-100
933
-123
934
-38
935
-348
936
-237
937
-2,249
938
-3,515
939
-568
940
-1,147
941
-1,100
942
-1,145
943
-10,276
944
-39
945
-382
946
-36
947
-55
948
-38
949
-243
950
-72