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
1551
-886
1552
-125
1553
-1,273
1554
-70
1555
-713
1556
-1,705
1557
-128
1558
-2,022
1559
-127
1560
-1,140
1561
-78
1562
-7,467
1563
-44
1564
0
1565
-4,261
1566
-1,600
1567
-895
1568
-1,542
1569
-25
1570
-22
1571
-189
1572
-2,099
1573
-5,952
1574
-14
1575
-269