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
-1,173
1152
-1,100
1153
-1,145
1154
-10,276
1155
-49
1156
-4,025
1157
-5,700
1158
-39
1159
-300
1160
-82
1161
-20
1162
-382
1163
-13
1164
-1,118
1165
-21
1166
-36
1167
-760
1168
-233
1169
-449
1170
-187
1171
-420
1172
-807
1173
-254
1174
-691
1175
-1