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
1001
-408
1002
-100
1003
-37
1004
-387
1005
-77
1006
-114
1007
-1,147
1008
-1,900
1009
-2,645
1010
-36
1011
-65
1012
-9
1013
-42
1014
-414
1015
-147
1016
-256
1017
-70
1018
-225
1019
-1,609
1020
-797
1021
-26
1022
-4,126
1023
-3,753
1024
-129
1025
-2,796