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
1251
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1254
-49
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-51
1256
-1,679
1257
-100
1258
-6,059
1259
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-30
1261
-54
1262
-86
1263
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1264
-20
1265
-1,796
1266
-8,585
1267
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1268
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1269
-498
1270
-1,101
1271
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1272
-8,558
1273
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1274
-41
1275
-46