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
1351
-170
1352
-25
1353
-28
1354
-800
1355
-282
1356
-167
1357
-100
1358
-52
1359
-2,780
1360
-449
1361
-2,418
1362
-7,360
1363
-384
1364
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1365
-557
1366
-4,340
1367
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1368
-3,663
1369
-248
1370
-478
1371
-44
1372
-4,365
1373
-2,325
1374
-6,605
1375
-172