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
0
1252
-3,676
1253
-960
1254
-312
1255
-902
1256
-18
1257
-1,000
1258
-271
1259
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1260
-34
1261
-116
1262
-372
1263
-150
1264
-350
1265
-58
1266
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1267
-93
1268
-462
1269
-5,361
1270
-30
1271
-1,461
1272
-371
1273
-83
1274
-235
1275
-114