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
1151
-300
1152
-21
1153
-455
1154
-80
1155
-33
1156
-373
1157
-310
1158
-197
1159
-1,615
1160
-1,432
1161
-10
1162
-18
1163
-59
1164
-264
1165
-853
1166
-350
1167
-800
1168
-282
1169
-167
1170
-100
1171
-52
1172
-2,780
1173
-449
1174
-2,418
1175
-7,360