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
1376
-281
1377
-501
1378
-952
1379
-458
1380
-250
1381
-25
1382
-245
1383
-34
1384
-154
1385
-1,000
1386
-91
1387
-1,686
1388
-955
1389
-143
1390
-99
1391
-1,000
1392
-154
1393
-100
1394
-96
1395
-136
1396
-3,240
1397
-544
1398
-2,960
1399
-178
1400
-1,585