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
-580
1227
-33
1228
-255
1229
-42
1230
-754
1231
-61
1232
-26
1233
-1,968
1234
-70
1235
-838
1236
-364
1237
-28
1238
-90
1239
-894
1240
-4,376
1241
-70,380
1242
-332
1243
-15
1244
-297
1245
-119
1246
-2,500
1247
-1,000
1248
-11
1249
-10
1250
-919