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
1301
-1,243
1302
-461
1303
-64
1304
-9,592
1305
-1,160
1306
-194
1307
-1,144
1308
-390
1309
-1,877
1310
-52
1311
-722
1312
-217
1313
-409
1314
-1,386
1315
-1,183
1316
-6,060
1317
-1,075
1318
-1,203
1319
-390
1320
-21
1321
-952
1322
-63
1323
-8,538
1324
-36
1325
-10