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
-273
1527
-120
1528
-1,309
1529
-1,171
1530
-277
1531
-297
1532
-21
1533
-417
1534
-1,800
1535
-1,356
1536
-512
1537
-95
1538
-151
1539
-871
1540
-226
1541
-846
1542
-180
1543
-42
1544
-90
1545
-6
1546
-850
1547
-124
1548
-200
1549
-1,000
1550
-585