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
-202
1552
-1
1553
-475
1554
-412
1555
-17
1556
-115
1557
-1,428
1558
-397
1559
-41
1560
-200
1561
-34
1562
-1,968
1563
-1,539
1564
-1,674
1565
-78
1566
-68
1567
-183
1568
-130
1569
-223
1570
-21
1571
-6,258
1572
-111
1573
-200
1574
-89
1575
-60