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
951
-40
952
-462
953
-23
954
-57
955
-442
956
-257
957
-287
958
-2,000
959
-453
960
-14
961
-118
962
-14
963
-280
964
-408
965
-100
966
-37
967
-387
968
-77
969
-114
970
-1,147
971
-1,900
972
-2,645
973
-36
974
-65
975
-9