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
-8,904
1302
-966
1303
-23
1304
-226
1305
-281
1306
-501
1307
-952
1308
-458
1309
-250
1310
-25
1311
-245
1312
-34
1313
-154
1314
-1,000
1315
-91
1316
-1,686
1317
-955
1318
-143
1319
-99
1320
-1,000
1321
-154
1322
-100
1323
-96
1324
-136
1325
-3,240