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
1426
-21
1427
-490
1428
-1,302
1429
-329
1430
-20
1431
-175
1432
-2,121
1433
-392
1434
-2,170
1435
-121
1436
-680
1437
-115
1438
-99
1439
-1,391
1440
-127
1441
-3,096
1442
-130
1443
-2,178
1444
-435
1445
-27
1446
-45
1447
-2,448
1448
-1,214
1449
-412
1450
-231