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
1476
-900
1477
-1,578
1478
-4
1479
-1,328
1480
-725
1481
-127
1482
-273
1483
-649
1484
-311
1485
-53
1486
-7,324
1487
-180
1488
-10
1489
-43
1490
-567
1491
-78
1492
-371
1493
-152
1494
-417
1495
-123
1496
-42
1497
-263
1498
-92
1499
-174
1500
-24