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
1176
-384
1177
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1178
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1179
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1180
-4,212
1181
-3,663
1182
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1183
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1184
-44
1185
-4,365
1186
-2,325
1187
-6,605
1188
-172
1189
-1,055
1190
-86
1191
-379
1192
-37
1193
-70
1194
-255
1195
-15
1196
-500
1197
-43
1198
-147
1199
-536
1200
-230