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
1076
-1,101
1077
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1078
-8,558
1079
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1080
-41
1081
-46
1082
-2,517
1083
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1084
-55
1085
-56
1086
-100
1087
-98
1088
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1089
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1090
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1091
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1092
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1093
-76
1094
-1,451
1095
-221
1096
-1,092
1097
-59
1098
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1099
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1100
-13