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
976
-3,193
977
-415
978
-53
979
-4,811
980
-28
981
-2,250
982
-361
983
-3,065
984
-569
985
-37
986
-80
987
-2,332
988
-40
989
-462
990
-23
991
-57
992
-442
993
-257
994
-287
995
-2,000
996
-453
997
-14
998
-118
999
-14
1000
-280