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
1326
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1327
-2,960
1328
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1329
-1,585
1330
-4
1331
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1332
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1333
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1334
-8,697
1335
-4,452
1336
-99
1337
-54
1338
-1,325
1339
-2,504
1340
-1,696
1341
-1,307
1342
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1343
-229
1344
-3,908
1345
-91
1346
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1347
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1348
0
1349
-737
1350
-1,936