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
-105
1127
-1,251
1128
-3
1129
-853
1130
-2,195
1131
-118
1132
-1,217
1133
-5,812
1134
-296
1135
-22
1136
-58
1137
-140
1138
-40
1139
-7
1140
-468
1141
-952
1142
-24
1143
-1,268
1144
-244
1145
-422
1146
-4,169
1147
-173
1148
-450
1149
-57
1150
-1,013