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
-886
1477
-125
1478
-1,273
1479
-175
1480
-16
1481
-309
1482
-686
1483
-8,611
1484
-1,243
1485
-461
1486
-64
1487
-9,592
1488
-1,160
1489
-194
1490
-1,144
1491
-390
1492
-1,877
1493
-52
1494
-722
1495
-217
1496
-409
1497
-1,386
1498
-122
1499
-60
1500
-1,632