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
1126
-33
1127
-4,104
1128
-176
1129
-133
1130
-100
1131
-95
1132
-400
1133
-2,080
1134
-124
1135
-625
1136
-348
1137
-100
1138
-123
1139
-38
1140
-348
1141
-237
1142
-52
1143
-2,249
1144
-73
1145
-1,430
1146
-3,515
1147
-83
1148
-568
1149
-385
1150
-1,147