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
$1.81B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.67%
2 Financials 6.89%
3 Healthcare 6.84%
4 Industrials 6.16%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$24.3K ﹤0.01%
+89
1102
$24.3K ﹤0.01%
+585
1103
$24.2K ﹤0.01%
+125
1104
$24.2K ﹤0.01%
+204
1105
$23.9K ﹤0.01%
+2,000
1106
$23.9K ﹤0.01%
+231
1107
$23.6K ﹤0.01%
+1,954
1108
$23.5K ﹤0.01%
+1,673
1109
$23.4K ﹤0.01%
+124
1110
$23.3K ﹤0.01%
+462
1111
$23.3K ﹤0.01%
+455
1112
$23.3K ﹤0.01%
+118
1113
$23.3K ﹤0.01%
+1,000
1114
$23.2K ﹤0.01%
+1,217
1115
$23.2K ﹤0.01%
+86
1116
$23.2K ﹤0.01%
+1,995
1117
$23.1K ﹤0.01%
+557
1118
$23K ﹤0.01%
+546
1119
$22.9K ﹤0.01%
+1,428
1120
$22.8K ﹤0.01%
+311
1121
$22.8K ﹤0.01%
+1,950
1122
$22.8K ﹤0.01%
+397
1123
$22.7K ﹤0.01%
+673
1124
$22.7K ﹤0.01%
+232
1125
$22.6K ﹤0.01%
+536