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
-468
1077
-952
1078
-46
1079
-24
1080
-1,268
1081
-244
1082
-422
1083
-124
1084
-4,169
1085
-173
1086
-450
1087
-57
1088
-1,013
1089
-300
1090
-21
1091
-455
1092
-80
1093
-33
1094
-373
1095
-310
1096
-197
1097
-1,615
1098
-1,432
1099
-62
1100
-154