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
1276
-166
1277
-38
1278
-47
1279
-681
1280
-374
1281
-57
1282
-24
1283
-72
1284
-35
1285
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1286
-233
1287
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1288
-6,296
1289
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1290
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1291
-11,242
1292
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1293
-1,467
1294
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1295
-22
1296
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1297
-16
1298
-309
1299
-686
1300
-8,611