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
1026
-672
1027
-640
1028
-752
1029
-2,748
1030
-148
1031
-318
1032
-4,431
1033
-7,083
1034
-392
1035
-2,428
1036
-32
1037
-52
1038
-1,891
1039
-580
1040
-33
1041
-255
1042
-42
1043
-754
1044
-61
1045
-26
1046
-1,968
1047
-4,376
1048
-70,380
1049
-332
1050
-15