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
1526
-1,537
1527
-2,454
1528
-5,177
1529
-86
1530
-2,872
1531
-1,444
1532
-546
1533
-49
1534
-626
1535
-55
1536
-151
1537
-50
1538
-1,517
1539
-193
1540
-2,074
1541
-59
1542
-179
1543
-265
1544
-2,212
1545
-1,000
1546
-2,076
1547
-53
1548
-200
1549
-679
1550
-376