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
1051
-297
1052
-119
1053
-2,500
1054
-1,000
1055
-10
1056
-919
1057
-124
1058
-48
1059
-180
1060
-49
1061
-51
1062
-1,679
1063
-100
1064
-6,059
1065
-212
1066
-30
1067
-54
1068
-86
1069
-127
1070
-20
1071
-1,796
1072
-8,585
1073
-118
1074
-142
1075
-498