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
1101
-94
1102
-853
1103
-799
1104
-117
1105
-761
1106
-27
1107
-374
1108
-10
1109
-18
1110
-59
1111
-264
1112
-853
1113
-350
1114
-1,605
1115
-250
1116
-113
1117
-1,166
1118
-1,045
1119
-12
1120
-594
1121
-3
1122
-72
1123
-95
1124
-843
1125
-273