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
1226
-209
1227
-1,309
1228
-106
1229
-318
1230
-990
1231
-1,269
1232
-1,263
1233
-161
1234
-988
1235
-80
1236
-241
1237
-760
1238
-233
1239
-449
1240
-187
1241
-420
1242
-807
1243
-254
1244
-691
1245
-1
1246
-200
1247
-50
1248
-70
1249
-225
1250
-1,390