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
1401
-4
1402
-281
1403
-106
1404
-81
1405
-8,697
1406
-4,452
1407
-99
1408
-54
1409
-1,325
1410
-2,504
1411
-1,696
1412
-1,307
1413
-71
1414
-229
1415
-3,908
1416
-91
1417
-121
1418
-110
1419
0
1420
-737
1421
-1,936
1422
-170
1423
-25
1424
-28
1425
-40